Free Financial Advice

Tim strongly believes that solid financial planning and advice should be widely available. As such, he will provide free consultations to those who meet two qualifications.

Yearly household income must be $50,000 or less.

Household net worth must be $50,000 or less.

If you or your family fall into this category and would be interested in a one-hour free consultation, please fill out the form on the “Getting Started” link and return it to our office utilizing one of the available options. As time allows, we will schedule an appointment and address as many issues as we can in our one-time meeting.