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44 Old Ridgebury Rd Suite P-140
Danbury, CT 06810
Phone:
  • 203-770-6505
Fax:
  • 203-942-2837

10 minute 'Get Acquainted' Call

Monday - Friday Tim is available at 10:15 am, 12:15 pm, 3:15 pm & 5:15 pm. Click below to let Tim know the time that best fits your schedule.

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Marital Cash Reserve

Register below to get access to Tim's exclusive white paper 'Marital Cash Reserve'- A Practical and Loving Approach to Resolving Financial Tensions with Your Spouse.

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SOLID STRATEGIES FOR CHANGING TIMES®

Your Financial Future

Are you confused about transitioning your business, when to retire or how much money you'll need to last your lifetime?

  • Perhaps your a business owner who is concerned that your retirement and succession plans are non-existent or near impossible to implement?

  • Are you nearing retirement and confused about when to retire, investing your portfolio properly and how long your money will last? What about what you'll do when you retire?

  • Are already retired and worried about holding your financial house in order? Maybe you're planning a move to an easier location or lifestyle, but still pulled down by financial demands from a younger generation.

If any of these challenges -- or similar ones -- hit home with you, then you're in the right place for help and answers. You'll find comprehensive, cutting edge strategies here that put you in the driver's seat to take charge of your financial future. You'll learn how to plan proactively, instead of recoiling reactively to financial crises all the time. You recognize the factors involved are not always entirely financial, too. You need a place to have those difficult, confidential conversations and help devising effective professional solutions.

There are valid reasons why you feel the financial pressure that you feel. Understanding financial principles, the investment markets and even navigating certain financial relationships can be challenging, and that is why people come to me over time. You may solve your issues with occasional personal research, but you may find that the decisions that you made awhile back aren't producing the results you want. Maybe your plan was not as efficient as it could have been or your business relationships were not acting in your best interests. 

Those small mistakes work against you over time. Another choice is referring to someone with professional resources, broad experience working with others in your similar situation, and expertise that can help you see the bigger picture. That's what you'll find here.

Thank you for joining me. If you have any questions, don't hesitate to call or email me. There is never any obligation or sales pressure ever to do something or pay anything that you're not totally comfortable with.   


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