Financial Planning with a Personal Touch

General Info

You have financial dreams that are important to you. We help clients like you pursue those dreams every day. We do this by helping you clearly identify the issues you are facing, understand your options, and then work collaboratively with you in an ethical, client-centered process to build a reasonable solution that fits your needs -- one that you are both comfortable and happy with. Member FINRA/SIPC Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: TX, OK, IL, AR, AZ, and OH.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 214-329-9345

Address:

12225 Greenville Ave Ste 700 Dallas, TX 75243

Email:

Contact Us

Link:

Internet Business Page

Categories

Estate Planning, Probate, & Living Trusts, Financial Planners, Investment Management, Life Insurance, Retirement Planning Services

Services / Products

Pre-Retirement Planning Retirement Income Planning IRA and 401K Rollover Planning Asset Allocation and Investment Planning Education Planning Long-Term Care Planning Insurnace Planning (including Medicare) Legacy Planning

Location

The office is located on the south-west corner of Greenville Ave and I-635, within the Highpoint Building. (Very easy access off of I-75 going either north or south, and plenty of convenient, free parking.)

Neighborhoods

Northeast Dallas, Lake Highlands

Associations

Tim has acquired and maintains the following designations: Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) CERTIFIED FINANCIAL PLANNER