Timothy Financial Counsel Inc

Timothy Financial Counsel Inc

  • 945 West Liberty Drive
  • Wheaton, Illinois
  • 60187

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Description

We don't respond well to the slick sales approach and we are very confident that our clients don't either. This is why we provide detailed information on our fee structure . When you are ready, we would welcome the opportunity to provide a no-charge introductory consultation. This meeting will allow you to evaluate if we are a good fit and typically we can provide you a firm quote based on your unique situation.

This option is an open-ended meeting where clients have the opportunity to bring their documents and ask us various questions. We provide advice based on their situation without doing any detailed analysis or report. They gain our expertise to answer questions like "What employer benefits should I take advantage of?" This option is not appropriate for a question like "Can I retire now?" that requires detailed analysis. Actual meeting time is billed by the minute at our $240/hour rate.

Becky is the office manager for Timothy Financial and is responsible for the many tasks that keep our office organized. Becky has more than 15 years of professional experience in office management. She provides support for the team and our clients from the Wheaton location.

A second pro of TDFs is that investors can easily invest in these funds without having to develop their own asset allocation of separate funds. TDFs provide some level of diversification while adjusting to the individuals time horizon. Investors who are either unable or unwilling to put forth an effort to try to outgain the TDFs performance will find that TDFs provide a simple solution.

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