“Tim has been our insurance person and financial advisor for about 10 years. He is friendly, trustworthy, and very aware of our needs. He checks with us at least once a year to update us on changes we may need to make to improve our rates! He is always available when we call or returns our call within a few days. We have recommended him to several of our friends and they are equally satisfied and thank us for the referral.”
Recent Posts
- The Tricky Still-Working Exception – After Death
- Working Past 65? The New Rules of Medicare for Today’s “Unretired” Americans
- Retirement Planning in 2026: How to Prepare for a New Era of Retirement
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