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(214) 329-9345CallVisit WebsiteVisit WebsiteMap & DirectionsDirections12225 Greenville Ave Ste 700Dallas, TX 75243

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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.
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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
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Details

Phone: (214) 329-9345

Address: 12225 Greenville Ave Ste 700, Dallas, TX 75243

Website: Internet Business Page

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