Our objective is to provide earnings above average, with above average consistency, while minimizing portfolio risk given the guidelines adopted for our clients. We recognize the lifetime value of each client relationship. From this long-term prospective we have built our business plan.
What that means to you is we are focused on understanding your particular situation, deploying all our resources to deliver the best possible advice and continue to serve to the best of our ability each day.We only grow as you grow so our mission is to do right and make a difference!
What that means to you is we are focused on understanding your particular situation, deploying all our resources to deliver the best possible advice and continue to serve to the best of our ability each day.We only grow as you grow so our mission is to do right and make a difference!
Services
We complete a comprehensive analysis and implement a Comprehensive Financial Plan utilizing state-of-the-art technology. A written strategic plan is presented to you with a detailed explanation of the problems and the rationale for the solutions we are presenting. We offer all forms of individual and employer based retirement plans.
Timber Crest Wealth Management works hard to maximize and preserve wealth for a wide variety of individual and business clients. Timber Crest Wealth Management uses both time-tested and cutting-edge planning techniques. When consulted, Timber Crest Wealth Management members will interface with the client and the client's advisors to help determine need, risk tolerance and strategy.
We believe in long-term investment principles. We believe that the level of risk associated with market timing does not warrant the potential rewards, therefore, we do not attempt to time the capital markets. We seek to develop portfolios consistent with the goals, time horizon and risk tolerance of our clients without incurring undue risk.
A Timber Crest Wealth Management Advisor meets with a prospective client to introduce our services and describes the benefits of proper planning. Through a personal interview process, we identify your short and long-term financial objectives. We discuss your current financial situation and project where you would like to be at defined points in time.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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