Interested in learning about ways
you can work with Tim?
NOT IN TOWN. DON’T WORRY. WE MEET WITH CLIENTS ACROSS THE COUNTRY USING SCREEN SHARING TECHNOLOGY. YOUR TIME IS VALUABLE. DON’T WASTE IT SITTING IN TRAFFIC. GET STARTED BELOW.
In addition to his Wealth management services, Tim is also available to speak and consult on a wide array of projects for businesses and individuals. Some area’s that Tim is open to consulting and speaking on includes but is not limited to: blockchain, social media strategies for campaigns and politicians (I must like and agree with you), political strategy, retirement, monetary policy etc.
For all non retirement inquiries please contact: firstname.lastname@example.org
If you want to schedule a 15 minute retirement consultation please see below.
We appreciate your interest in wanting to set up a complimentary introductory conversation. Prior to our phone call, we ask that you first complete our interactive life goals fact finder. This makes for a much more productive conversation and it lets us know you are serious about your finances. Please plan on spending 5-15 minutes zipping through the questions. Once you complete the fact finder we will reach out to you with scheduling options or you can schedule yourself below using our online scheduling app.
Note: Please note we do not ask for any sensitive information such as: SSN’s, Account numbers or passwords.