FINANCIAL PLANNING & INVESTMENT MANAGEMENT
We are Different, We are Fee-Only, We are Fiduciaries
Where Smart Investors go for Fee-Only Advice
You’ve come to the right place for financial advice that is useful and that you can trust. We are in the business of simplifying the lives of everyday Americans by delivering the personal financial plans and investment advice they need, at intervals they choose, and at a lower cost than traditional commission-based advisory firms.
As a registered investment advisor and NAPFA member, we are a firm of professional financial planners, not salespeople, who are independent and put the needs of our clients first. Our focus is on providing our clients with financial plans that pull together many different areas of their financial lives and lay a road map for their successful retirement.
Today, people are often leery, and rightfully so, of seeking advice from banks, insurance companies and investment firms because they sell products that may or not be in their best interests. When it comes to their money, most people want a fiduciary advisor between them and the purchase of complex, intangible products. This is how we are different. We are objective, experienced and ready to help you to make the most of the time you have.
We offer age specific financial planning strategies and advice. If you aren’t sure exactly what you need, that’s OK! Our complimentary “Get Acquainted” meeting is designed to answer that question and help to get you headed in the right direction.
Investment Account Management
Applicable at any age, this ongoing service is for those who don’t have the time or desire to monitor and maintain their investment accounts. This level of service is a fully integrated approach to financial planning that combines the development and implementation of the financial plan to ensure you stand the best chance of achieving your objectives.
Financial Planning for Pre-Retirees or Those Already Retired
You’re coming up on retirement. You likely have several financial planning pieces already in place. But those pieces need fine tuning and co-ordination. And then the big question, “Will there be enough?”. We’ve got you covered with this service.
At Timepiece, we take a team approach when developing your financial plan and managing your investment accounts. Each member brings something unique and special to the firm. We work with your attorney, trustee, and/or CPA to develop your comprehensive, objective and best financial plan possible! We are your Vancouver and Spokane financial planner and Investment advisor team!