Have you started thinking about your retirement? Can I be of service?
Call 888-300-8003 for a complimentary retirement plan done by a CFP® and CIMA® professional. Don't put your future on hold!
If you’re ready to stop procrastinating and start building a plan for your future, I’d like to help. My name is Timothy J. McNeely CFP® CIMA®. I specialize in helping Baby Boomers reach retirement successfully
My typical new client is a Boomer with most of their accumulated assets in their former employer’s 401(k) and their home equity. They knows that their investments are the key to their retirement, but are afraid to make a mistake with them. They may have an inheritance coming from their parents, but they are also concerned about their care. They may have some college funds for their kids, but are worried that they may not cover everything. They have a mortgage on their home, but doesn’t know if it is the right kind. They have all kinds of insurance, but doesn’t know if it is too much or too little.
Watch the 'What is Retirement Planning?' Video.
If any of this sounds familiar, I can help.
The process of making money (and making it grow) has always fascinated me, and that’s why I’ve spent the past 10 years helping clients plan for their financial futures. For me, it’s very fulfilling when my knowledge and experience can help someone else reach and exceed their goals. I take a comprehensive view of each client’s financial situation, and I’m passionate about helping guide my clients toward success.
Unbiased advice … the benefit of independence.
If I tell you I’m an independent financial planner, what does that mean to you? It means that I am not bound to sell you company products. I can carefully select the investments that I feel will most benefit you, not the investments someone else has told me to “push.” My advice is unbiased, and based entirely on your needs, goals and unique financial situation.
A wise man once said “Good things come to those who wait.”
While that may be true in most situations, it most certainly is not true when it comes to planning for your retirement.
I specialize in helping LOCAL AREA residents plan for their best retirement.
If you’d like to speak with me in person, I’ll be happy to meet with you. An initial meeting with me is completely free of charge, private and confidential. I’d welcome the opportunity to answer any questions you may have, get to know you, tell you more about myself, and find out if we’d make a good team.
If you’ve been looking for someone to help you prepare for your future – a CERTIFIED FINANCIAL PANNERTM professional with the experience to help you plan to reach your goals – then make TODAY the day you take your future into your hands.
