“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 Five-Year Rule and Rollovers to Employer Plans: Today’s Slott Report Mailbag
- Why a Medicare Review Each Year Can Save You Money and Stress
- The Hidden Risk of “Waiting Too Long” to Get Your Financial House in Order
- How an Excess IRA Contribution Can Happen to You
- April 15: The Deadline for Some IRA Transaction, but Not All
