Use the buttons below to receive correspondence from Tim
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NEWSLETTER |
WEEKLY MARKET RECAP |
“TIM’S BEST IDEAS” |
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FREE ROTH CONVERSION ANALYSIS |
CUP OF COFFEE AND SECOND OPINION |
Mission Statement
Our mission is to provide a service whereby the client can rely on us to facilitate every financial decision. We are a premier fee-based financial planning organization specializing in the needs of high-net-worth individuals and small businesses.
As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.
I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.
Your Rights as a Client:
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Click here to read the Raymond James Client Bill of Rights |