Timberchase Financial, LLC

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Description

Timberchase Financial is an independent, fee-only wealth management firm. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life.

We are committed to excellence. We believe in asset class investing, a methodical approach grounded in academic research, with an eye on tax efficiency and low investment expenses. Our estate planning advice is given in collaboration with your estate planning attorney or one of the attorneys on our panel of experts. Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship. We coordinate an insurance plan in conjunction with outside agents, so that you get only what you need, for less. Because we do not sell products or accept commissions, you can be assured that our product recommendations are based only on your needs.

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