Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
On-Going Planning and Investment Management Service
Coordination with CPA and Attorney
Determination of liquidity needs
Evaluation of client's stated financial goals
Formal investment policy statement
Investment diversification plan
Long-term planning and distribution of resources
Manager selection
Quarterly reports, additional unscheduled meetings/reports
Risk Management
Tax basis tracking, tax opportunities
Unlimited telephone and email access
General Financial Advice
Captive Insurance
Cash flow analysis (income and expenses)
Children’s education funding strategies
Evaluation of insurance needs, survivor income analysis
Financing of real estate and personal property purchases
Inheritance and estate planning
Qualified Retirement and Pension Plans, Solo 401(K)
Reposition of portfolios for withdrawal of income
Required minimum distributions from retirement plans
Retirement income strategies
Risk to financial security if disabled or paying for non-covered care
Timing of stock options elections
Wealth transfer issues and concerns
Financial Planning
Asset Allocation
Business Retirement Planning
Education Funding
Estate Planning
Financial Statement and Portfolio Reports
General Analysis and Planning
Insurance Needs Analysis
Retirement Planning and Analysis
Investments
FDIC Insured Certificate of Deposits
FDIC Insured Money Market Accounts*
Advisory Accounts
Brokerage Accounts
Government Securities
UIT’s
Mutual Funds
Stocks
Bonds
Annuities
IRA’s
401(k), 403(b) and Profit Sharing Plans
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
shahzad.ali@timcadvisors.com | (702) 357-3022