At Paschall & Associates, we take the time to understand your financial needs and values. We believe that by carefully considering your individual circumstances, we can provide you with the best possible service. Our values of honesty, integrity, faithfulness, discipline, and simplicity have guided us in both life and investing our clients' assets for many years, and we are confident they will serve you well too.
Timothy T. Paschall, CLU, CFP, is the founder of Paschall & Associates, located in Gastonia, N.C. With a focus on family, faith, community, and serving his clients, Tim has built a company that cares deeply about doing what's best for you and your family. He is proud to say he lives and works in beautiful Gastonia, North Carolina, and in his spare time, he enjoys taking advantage of the surrounding countryside, hiking, backpacking, and taking pictures along the way with his dog "Tully". He also enjoys music and art and cherishes time with his extended family. Tim is an active member of the First Presbyterian Church in Gastonia.
Our Services
Paschall & Associates offers a range of financial planning services to individuals, families, and businesses. Our services include personal and business financial planning, personal and business insurance product brokerage, investment product/service brokerage, retirement planning, employee benefit program design and implementation, and educational workshops about various financial planning topics.
We take a long-term planning approach with our clients and see our role as educators and financial counselors. Our goal is to help you make informed decisions about your financial future, and one of our biggest rewards is seeing our clients achieve their financial goals.
Second Opinion Service
At Paschall & Associates, we offer a no-obligation second opinion service as a check-up on your current financial plan. We also offer a complimentary risk analysis to check your tolerance for risk. We take the time to know you, your situation, and your concerns first, and then we develop specialized strategies tailored to fit your goals and aspirations.
Personal and Business Financial Planning
We offer personal and business financial planning services to help you achieve your financial goals. Our financial planning process involves understanding your financial situation, identifying your financial goals, analyzing your current financial status, developing a financial plan, implementing the plan, and monitoring and reviewing the plan regularly.
Personal and Business Insurance Product Brokerage
We offer personal and business insurance product brokerage services to help you protect your assets and manage your risks. Our insurance product brokerage services include life insurance, disability insurance, long-term care insurance, and health insurance.
Investment Product/Service Brokerage
We offer investment product/service brokerage services to help you grow your wealth. Our investment product/service brokerage services include stocks, bonds, mutual funds, exchange-traded funds (ETFs), and variable annuities.
Retirement Planning
We offer retirement planning services to help you prepare for your retirement years. Our retirement planning services include retirement savings planning, retirement income planning, and retirement lifestyle planning.
Employee Benefit Program Design and Implementation
We offer employee benefit program design and implementation services to help you attract and retain talented employees. Our employee benefit program design and implementation services include group health insurance, group life insurance, group disability insurance, and retirement plans.
Educational Workshops
We offer educational workshops about various financial planning topics to help you make informed decisions about your financial future. Our educational workshops cover topics such as retirement planning, investment planning, insurance planning, and estate planning.

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