I am genuinely excited to help clients enter the next stage of their lives, walking into retirement with confidence. My journey into the world of financial planning is deeply personal. Growing up, I didn't come from a strong financial background. My parents were ill-prepared for retirement and the general challenges of life, which left a lasting impression on me. Witnessing their struggles fueled my passion for this business, and I've been fortunate to help many clients positively and make a real difference in their lives.
My introduction to this field came through my wife, Kristi, who has worked in the management group of this company for over 25 years. The more I learned about the business, the more everything just clicked for me. I realized that this was my calling – a way to own a practice, work for myself, and, most importantly, serve my clients. It has been the most rewarding working experience of my life.
Clients often describe me as a dependable resource for information, providing thoughtful and reliable solutions tailored to their individual needs. My goal is to instill confidence in their financial plans while maintaining the flexibility to address their goals and life's inevitable challenges.
Kristi and I have been married for 25 wonderful years. Our story began in high school, where we started dating after working together in a small ice cream shop/restaurant. Together, we have three amazing children. Our oldest, Cameron, is currently a graduate student at Quinnipiac University, pursuing a PhD in physical therapy. He also works as a hockey referee for the AHL and D1 College. Our daughter, Sydney, is attending Sacred Heart University, where she is pursuing a degree in psychology. Our youngest, Colin, is just entering high school and is passionate about baseball and hockey. Our family is rounded out by our golden retriever, Paislee, who brings joy and warmth to our home.
Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. I can help you toward the retirement you envision. My support team from Integrated Financial Partners and LPL Financial brings a wealth of resources and creative solutions so you can live your retirement with confidence while achieving your life’s great goals.
Along with my team, I use a comprehensive process so I am better able to align your goals with the appropriate financial tools. The process includes:
Needs Assessment: This entails clearly defining your goals, evaluating your risk tolerance and identifying any factors that may impact your plan.
Analysis & Design: By identifying any gaps, Tim can then offer alternative strategies and identify strategies that are appropriate for your situation.
Implementation: The plan is then carefully executed to help ensure that a long-term focus is maintained.
Service & Support: Long-term relationships are vital to help ensure that you continue to be well informed and better able to make appropriate and opportune decisions as your needs change.
I have strong ties to the local area. Born and raised in Holden, I graduated summa cum laude with a Business Degree from Becker College. I now lives in Rutland, MA with my wife and three children.
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Click here to read Tim's article on Taking the Mystery out of Complex Financial Issues
