Tim Faunt, CFP
Are you receiving objective & comprehensive financial advice to help you achieve your lifelong goals & dreams?
Or, do you sometimes wonder if your financial advisor is just selling you investment & insurance products, and perhaps not paying enough attention to the other important aspects of your financial life? When was the last time they prepared a retirement projection for you, or reviewed your Wills & other estate planning documents? Do they prepare or at least review your personal income tax each year, and discuss tax-saving strategies that you could implement? Do you know how your advisor is paid for the services they provide to you, by whom and how much?
As a fee-only financial planner, I work for you - so you know that if I recommend a particular product, service or strategy, it's only because I believe it's right for you. In other words...
No sales - just "holistic" financial planning advice, and wealth management if you need it.
As a Senior Financial Planning Consultant with T.E. Wealth, I provide:
Services for Individuals:
Services for Employers:
More about me...
- Visit me on LinkedIn (If you haven't discovered LinkedIn yet, it's a great place to connect & network with like-minded people... it's like Facebook for professionals!)
- My T.E. Wealth bio
Twitter Updates:
