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How does the advisor help clients – Key Takeaways:
Timothy Financial Counsel, Inc. provides comprehensive financial services to clients in need of expert guidance in managing their finances. Led by a team of experienced financial advisors, the company offers personalized solutions and strategies to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, Timothy Financial Counsel, Inc. has been serving clients for over 15 years. The company boasts a team of highly qualified advisors, with each advisor holding a minimum of a bachelor’s degree in a related field and a solid background in finance and investments. The company takes pride in its commitment to staying updated with the latest financial trends and market changes, ensuring that clients receive the most relevant and current advice.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
Timothy Financial Counsel, Inc. offers a wide range of financial services tailored to the specific needs and goals of each client. These services include investment management, retirement planning, tax planning, insurance solutions, estate planning, and more. The company’s advisors work closely with clients to develop customized strategies to help them achieve their financial objectives.
Client Types
Timothy Financial Counsel, Inc. caters to a diverse client base, including individuals, families, small business owners, and professionals. The company understands that each client has unique financial needs and goals, and its advisors are trained to provide personalized solutions for every client.
Fees & Compensation
The company follows a transparent fee structure, and clients are made aware of all fees upfront. The advisors at Timothy Financial Counsel, Inc. are compensated through a fee-based structure, which means their income is not based on commissions from product sales. This ensures that the advisors’ recommendations are in the best interest of the clients and not driven by the potential for commissions.
Background
Timothy Financial Counsel, Inc. was founded by Timothy Johnson, a seasoned financial advisor with over 20 years of experience in the industry. Johnson is a certified financial planner (CFP) and a member of several prestigious financial organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors. He is also a frequent speaker on financial planning topics and has been featured in numerous publications.
Financial Advisor Disclosures to Know
Timothy Financial Counsel, Inc. is a registered investment advisor and is bound by the fiduciary standard, meaning the company is legally obligated to act in the best interests of its clients. As such, the company has no disclosures to report, and clients can trust that their advisors are always working in their best interest.