“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
- Weekly Market Commentary
- Medicare in 2026: What’s New, What Costs More, and What to Review Now
- Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
- SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
- Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
