Timberlake Financial Group
Smart Thinking for Smart Money
Comprehensive financial services firm committed to helping improve long-term financial plans.
About
Timberlake Financial Group is a comprehensive financial services firm committed to helping you improve your long-term financial plan. Our main concern is providing information to help you make educated decisions about your financial goals.
Our second concern is providing products and services that will help you pursue those goals. If you have questions about cashflow management, investment management, estate planning, life insurance, health insurance, or long term care insurance, or Medicare, you’re in the right place. If you have questions about different kinds of investments and what would be the most suitable for you and your family, you, too, are in the right place. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values nor is past performance a guarantee of future results.
Services
Comprehensive Planner
Tailored financial planning covering cash flow, budgeting, debt management, life transitions, major purchases, employee benefits, retirement savings, goal planning, investment management, risk management, estate planning, and divorce transition planning.
Collaborator
Financial coaching for young professionals navigating early-life financial decisions such as student loans, credit cards, car purchases, home buying, marriage, family growth, travel, and community giving.
Confident Investor
Delegated investment management for clients seeking fee-based investment accounts with customized portfolios and regular reviews.
One-Time Analysis
Guidance on specific financial strategies or product questions for targeted situations.
