TIMI has developed a fee-based proprietary investment management system that is designed for optimal performance while intergrating risk-reduction strategies. We also focus on diversification and cost-controls in our custom portfolio models.
TIMI knew long ago that retirement planning must include direct investment management, tax preparation and insurance strategies. There are very few firms that employ these capabilities in-house. In addition, our "LOOP" program also involves working closely with legal practitioners to ensure proper estate planning interfaces.
Insurance premiums provide recovery of coverage for large losses to protect your family. TIMI has been insurance licensed for over two decades. In our "LOOP" program, we also provide in-house analysis, sales and service for auto, home and other casualty and liability types. TIMI will review your annuity, medical and life insurance policies as well.
Tax Planning & Preparation
TIMI always wondered, "How can a financial planner even be a financial planner without being a tax preparer?" The tax code changes constantly and that means your financial results are likely impacted. TIMI began preparing client tax returns almost 20 years ago. Every day, we see the tremendous benefits our clients gain from our tax experience. Like we always say, "It's not just about making money, its about keeping it".