Retirement planning means more than providing clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
Timothy’s consultative process begins with an in-depth discussion of your current finances and future objectives. He will address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, he will determine how he can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Tim played college basketball and graduated from Denver University. His love of basketball gave him the opportunity to travel through and play in many countries around the world through FIBA as a member of Team USA’s Masters Basketball. He is the proud father of three wonderful children and one fabulous granddaughter.
One of Tim’s “claims to fame” is that he once competed against the most accomplished bodysurfer in the world, Mark Cunningham. He says, “Mark was gracious enough to let me come in 2nd for our heat.”
Tim is an accomplished financial advisor, world traveler and family man. Someone who can relate on many levels to connect and better help his clients succeed. In fact, one of Tim’s favorite saying is, “A good relationship will enrich your life, not complicate it.” And that sums up perfectly how he approaches his clients.
CA License #0A39820