Independent Objective Personal Financial Advice
My mission is to ensure that you are financially prepared for the expected milestones and the unexpected changes both during and after your working life.
The licensed discretionary portfolio managers with whom I work employ the techniques of the ultra-rich, pension fund managers and institutions to protect and grow your financial assets.
As a licensed Life and Health Insurance Broker, I am able to help you manage the financial impact of your personal risks of accident, illness, outliving your money, or premature death. And you have access to investment vehicles that provide principal protection with the option of a lifetime pension-like income.
The Wills and Estates lawyer with whom I work helps plan for the tax-efficient and administratively simple dispersal of your estate – and referral to a top tier CPA firm ensures that your financial affairs are arranged in the most tax-effective manner.
As an independent practitioner, I offer objective, unbiased financial advice and direct you to the products and companies where you are best served. I have no obligation to sell financial products to meet sales quotas set by any bank, brokerage, dealer or insurance company.
At our discovery meeting(s), we work through questions about your desired lifestyle, activities and personal finances. The resulting financial plan provides answers to the questions that matter to you the most. This approach goes beyond your investments to encompass your entire financial and retirement well-being.
To see what may be covered in your financial plan please download:
View my Disclosure Agreement.
Here is how one client sums it up:
“I have had the privilege of serving Tim as business solutions provider for many years and now enjoy the wisdom of all his collective years in business and in life, particularly on how to achieve true financial freedom. Tim has provided me with the opportunity to learn what true professionalism looks like in action. His guidance has been invaluable and is rooted in him being an exemplar of what he teaches and advises, first. His disciplined and practical approach to finance and life has created immense trust between us where I am now confident to continue on a path that will ensure the continued financial stability and freedom I now enjoy. If you are serious and passionate about your life and your financial well-being then look no further than Tim. He is, without reservation, a true Master and incredible Guide. I feel very blessed to have Tim in my corner!”
June 8, 2016 Greg Magennis, Founder & CEO Axiom HRD