Things tend to be easier when we work together.
Our team at TIMI developed a framework of portfolio models, or recipes if you will, that were comprised of hand-picked investments. The allocations main objectives were proper risk management, cost control and superior performance.
Insurance is the starting point and foundation of any sound financial plan. Applied risk management allows us to determine accurate coverage at the most competitive price. Whether auto, homeowners, life or health, we have you covered.
Preserving and passing your legacy correctly is as vital as the milestones you've reached in creating it. Utilizing our synergy of professionals allows the client to maintain their goals while always staying current with any change in estate and elder law.
Although many wouldn’t think of it in such a way, the tax return is anyone and everyone’s specific financial blueprint. Providing tax preparation services allows our team to constantly stay on top of your personal, ever-changing economic environment.