Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Tim's primary areas of focus are:


  • Strategic guidance for retirement planning
  • Personalized investment advice
  • Optimizing existing corporate 401(k) plans
  • Establishing new plans for small businesses
  • Employee education
  • Building income replacement plans
  • College savings accounts