Timothy Financial Counsel

Our Mission

Timothy Financial Counsel is a fee-only fiduciary financial planning firm founded on the principle that financial planning should be accessible and transparent. We believe in empowering individuals to take control of their financial lives through personalized guidance and actionable plans. We are committed to providing clarity, validation, and creative solutions to meet your unique needs and goals.

Who We Are

Our team of experienced financial planners has a deep understanding of the complexities of personal finance. We leverage our diverse backgrounds and expertise to offer comprehensive planning services tailored to your individual situation. We are fiduciaries, which means we are legally required to prioritize your best interests in every recommendation we make.

Our Services

We offer a range of services designed to address diverse financial goals, including:

• Financial Planning: Comprehensive analysis of your financial situation, goals setting, and development of a personalized plan to achieve your aspirations.
• Investment Guidance: Customized portfolio construction and ongoing monitoring to maximize returns and mitigate risk.
• Retirement Planning: Strategies for saving, investing, and maximizing retirement accounts.
• Tax Optimization: Expertise in tax planning and filing to minimize your tax burden.
• Estate Planning: Developing a legally-binding plan to ensure the distribution of your assets and protection of your loved ones.

Our Approach

We believe in a collaborative and client-centered approach to financial planning. We take the time to understand your unique needs and aspirations, and work with you to develop a plan that aligns with your values and goals. We prioritize transparency and open communication throughout the process, ensuring you understand every step and feel empowered to make informed decisions.

What Sets Us Apart

• Fee-Only Model: We are committed to transparency and accountability. Our fees are based solely on our time, not on the size of your investments.
• Team Approach: We leverage the collective expertise of our team to provide you with comprehensive and well-rounded guidance.
• Client-Focused: We are dedicated to building strong relationships with our clients and empowering them to achieve financial success.