Working with Tim

I concentrate on the financial planning, investment advice, insurance and complex estate planning strategy needs of the private individual, non-profit, and small business. I focus this knowledge towards working with physicians (both new and tenured faculty or private practice), employees of pre-IPO companies, and the pre-retired and retired individual. I have been quoted discussing various financial planning topics in several national publications including SmartMoney Magazine, Fox Business, The Wall Street Journal, and CNBC.


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