If you are looking for a blend of personal service and financial industry experience, you have come to the right place! We offer a broad range of services for the individual investors, retirees, business owners, executives and independent professionals. We are experienced and we're friendly.
What is your concern?
- Are taxes on your investment income a concern?
- Would you like to address your future income needs?
- Would you like to plan for your child’s education?
- Are you properly insured?
- Are you afraid you will outlive your retirement?
- Would you like to review your investments?<
- What retirement strategy? 401, IRA, Roth IRA, etc...
Please call or email us for a consultation. We look forward to hearing from you.
Phone: 561-499-6775
Email: fyankee@timefs.com
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Compare two different scenarios side by side to see how they stack up over time.
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See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Find out how large your emergency fund should be based on your monthly expenses.
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When you retire, how will you treat your next chapter?
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Learn about what risk tolerance really means in this helpful and insightful video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.