Financial Planning

Timothy Parros has always felt that the core of what we do for our clients, whether this is individuals or corporations, is guiding them toward their financial goals. We believe that financial planning should be about planning first, and then finding products to fit that plan. So it is with every confidence that he breaks down his processes into three steps:

  • Developing a financial plan: Tim will look at your complete financial picture and design a plan that fits your needs.When we create your investment portfolio, we combine extensive research, due diligence and portfolio modeling that results in a strategy designed for you and your family.
  • Implementing your plan: We take a 'hands on' approach to working with you, keeping you up-to- date on how we manage your financial future.
  • Managing your plan: Tim will recommend tax-efficient ways to help you to live, grow and hand down your money to the next generation, creating a philanthropic legacy. As your family’s primary trusted advisor, we will help you understand and evaluate the many important financial decisions that affect you and your family over time.

We know that you will appreciate having an experienced and trusted advisor you can count on to help you make smart financial decisions. We take pride in responding quickly to client issues as they arise, as well as proactively planning in anticipation of changes before they occur.

Whether you want to invest for retirement or generate income in retirement, Tim Parros can help you pursue your goals. He will evaluate your financial situation and then invest and manage your investments on your behalf, putting his experience to work for you. To get a more in-depth understanding of your current financial situation, talk to us about assessing your financial goals.

We will discuss with you the best ways to save for your children’s college and your own long-term health-care needs. Let us review your investments and work to give you the retirement income you will need for life. There could also be better ways to manage your debt and discussing this with us is the first step to developing an investment strategy that fits all of your personal goals.

Our goal is to work with you towards a successful end result.