Tim has been in the Financial Services Industry for over a decade, advising individuals, business owners and CPAs. He served eight years in the US Army as a Legal Specialist and Tax Advisor. Today his focus is introducing individuals and plan sponsors to professional money management services and tax advantaged solutions –“typically reserved for the wealthy.”
Through Tim’s affiliation with Freedom Capital Management Strategies he offers an Innovative asset management platform connecting your wealth to your goals and dreams. Through the leadership of experienced, independent financial advisors, the platform provides customized investment solutions designed to meet the uniquely important goals of each investor.
As an Investment Advisor Representative, Tim also focuses on helping his business clients avoid the six most common mistakes. He covers topics like buy-sells, key-persons, business liability, succession planning, investments and other related concerns. “We utilize unique strategies that include Active Money Management, Socially Responsible and Faith Focused investment solutions to serve our client’s needs.”
Here are some of the fundamental principles that Tim shares with his clients:
- Have goals
- Organize a plan
- Listen to good counsel
- Yearly reviews of your plan
- Save more and spend less money
- Purchase wisely and eliminate debts
- Invest regularly and give generously
- Reduce risk to minimize losses and volatility
- Inflation – use strategies to outpace inflation
- Taxation – use a good adviser* to navigate the code
If you or someone you know would like to learn more about how we can create a solution just right for you please contact us today.
*Tax and/or legal advice not offered by Founders Financial Securities, LLC or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.