“I had my portfolio with one of the major financial advisory firms and did not feel that they were managing my portfolio in a manner that would have me ready for my planned retirement in 6 to 8 years.
Their focus was on mutual funds for growth, and they continued to assure me I had time to recover from any downturns in the market, despite my concerns. I usually listened to their radio show on Saturdays while cutting grass and one Saturday I switched stations to Tim’s show instead.
I realized that his information regarding retirement and retirement income, especially the “I” part of the “TR=I+G” formula, was the retirement planning method I was looking for. I set an appointment, and the rest is history.
We met with Tim, listened to his recommendations for our retirement plans, went over his projections with him, and realized that his advice and plan fit exactly into our retirement goals.
We transferred our portfolios to Tim’s group and have been with him for over 4 years and could not be happier; our portfolios are generating the level of income as projected and, since I have not retired yet, the returns are being reinvested. In addition to not only being the best financial advisor that we have had over our careers, Tim has also become a close friend.”
– Mike C.