In today's challenging economic climate you deserve relevant, competent and independent advice from a qualified Wealth management professional. At U.S. Capital Strategies, Inc. we know how to help navigate your financial future successfully. You've worked hard to build your success.
Many of our clients come to us fully capable of making their own investment decisions, but have gotten to a point where either their portfolio is too large, or they simply don't have the time needed to keep up with today's rapidly changing conditions.We help our clients get their valuable time back so they can attend to other important matters in their lives.
Many of our clients come to us fully capable of making their own investment decisions, but have gotten to a point where either their portfolio is too large, or they simply don't have the time needed to keep up with today's rapidly changing conditions.We help our clients get their valuable time back so they can attend to other important matters in their lives.
Services
Think of your retirement fund as a sleek yacht to keep you afloat and comfortable during your golden years. Let's christen it the Tranquility. You build your retirement fund as you take a cruise through the financial oceans all around you. Tim McFall is your financial "Captain" who powers the Tranquility according to your wishes.
Tim's earliest "business" memories include selling home grown cucumbers to neighbors when he was 9 years old. This first "job" gave him something to do and earned him a bit of cash. Without an allowance he had to earn his spending money. His parents provided him with a plot of ground and some seeds.
Helping to navigate your financial future is a team effort at U.S. Capital Strategies, Inc. Tim McFall is supported by this energetic and experienced group of professionals. She was born in Oradea, Romania, and immigrated to the United States in 2005 to finally reunite with her family.
Prior to coming aboard with us, Maria provided administrative support and worked as a regulatory/compliance coordinator in a research clinic helping doctors and staff members adhere to established protocols.She has extensive experience with all administrative tasks and is able to tailor her skills to provide you with excellent client service.
Prior to coming aboard with us, Maria provided administrative support and worked as a regulatory/compliance coordinator in a research clinic helping doctors and staff members adhere to established protocols.She has extensive experience with all administrative tasks and is able to tailor her skills to provide you with excellent client service.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
David Clemons is an independent Long Term Care Insurance Agent serving the states of Washington, Idaho and Oregon. He is known for his in-depth knowledge and straightforward approach to helping people understand practical and affordable solutions for their long term care needs.
David can help assess your long term care requirements and choose an appropriate insurance strategy to help protect your financial independence and maintain your financial security.In addition to individual consultations, David regularly conducts seminars to provide consumers with the knowledge required to effectively plan for long term care.
David can help assess your long term care requirements and choose an appropriate insurance strategy to help protect your financial independence and maintain your financial security.In addition to individual consultations, David regularly conducts seminars to provide consumers with the knowledge required to effectively plan for long term care.
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