Tim Faunt, CFP
Hello, and welcome to my virtual office!
As a Fee-Only / Fee-for-Service / Fee-Based Certified Financial Planner, I offer clear perspective & objective advice on how best to achieve your goals.
Whether you need a comprehensive financial plan to help optimize every aspect of your financial life, an unbiased assessment of whether you're on track for a comfortable retirement, advice on a major change in your life, or guidance on your wealth management strategy, I can provide you with the advice and assistance you need.
My primary areas of expertise include planning for the unique needs of senior executives, business owners, doctors and other high net worth clients, as well as "transition" financial planning for any major change in your life - marriage, retirement, major windfall, severance, illness, loss of spouse, new child, house paid off, etc.
Not sure if you "fit"? Just ask!
Please take a look around, and give me a shout if you have any questions.
Thanks for stopping by,
- To learn more about my qualifications & experience, or to connect with me professionally, please visit me on LinkedIn.
- I am not convinced that you can say anything worthwhile in 140 characters or less, but please feel free to follow me on Twitter anyway.
- I provide guidance on moderate levels of debt, but I am not an expert in credit counselling or bankruptcy. For non-profit credit counselling, try here or here.