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Tim Money

Confident Retirement... 
Much More Than Just "Feeling" Secure
 


IRA, 401k Rollover, RothIRA, Retirement Savings, Estate Transfer

Opportunity for Substantial Growth in Up and Down Markets

Lock in Gains Systematically

Never Experience a Loss

Access or Income

Start Income as Soon as 30 days

Avoid Never Ending Advisory Fees

        
About Tim Money
The Money family has been in West Texas for 5 generations.  Tim and his wife Pam have lived in Amarillo for 24 years and have been blessed with three children. Tim began his career as a financial professional in 1994.  After many successful years with a major financial services firm,  Tim established Tim Money Financial Services in 2004 focusing on retirement income planning and wealth preservation. Today, Tim has offices in Lubbock and Amarillo and has met with over a thousand clients from all walks of life. Tim’s client's careers are wide and varied. Bankers, farmers, ranchers, builders, engineers, doctors, attorneys, mechanics, business owners, realtors, the list is measurable. He assists both pre-retirees and those already retired, specializing in age 50 and up.

 

Some of the strategies Tim's clients benefit by, protect principal while linking only the interest from the principal to the volatile market. The instruments used are unique and allow market gains to be earned on the entire principal even though none of it is put in the market. The poorest performance his clients have ever experienced is 0% return in 1 year because it's not possible to experience a loss using the ideas Tim teaches.  The best performance has been 24% in one year.  Past history is no guarantee of future performance.  By strategically resetting at precise periodic intervals, returns are realized and locked in and can never be lost to the market.

With stocks and mutual funds, one can't own the instrument and the gains simultaneously. To lock in a gain, you have to sell the investment. Then what do you do? Tim shows his clients how they can own his strategies and the results (gains) simultaneously. This eliminates a lot of difficult emotional decision-making and protects them from taxes. Traditionally one would have to sell to lock in a gain. Since this is not required with Tim's strategies, no taxable event takes place. IRAs, Roth IRAs, 401k rollovers as well as non-qualified dollars can all benefit from these plans.

We invite you to schedule a complimentary second opinion visit with Tim so that he can show you how to empower your portfolio with the latest techniques which eliminate market risk while preserving powerful growth opportunities.

Never again have to wonder whether your advisor is making the right decision to buy or sell at exactly the right time.  Remember, you can't get a second opinion from the person who gave you the first. You already know their views and you may own their products.

Call Tim’s office today to schedule your complimentary get acquainted visit.  You will have no obligation and there will be no cost to you.  However, you will leave empowered with new information that will be good news to your portfolio and ability to sleep.  We hope to see you soon. Call (806)352-5688 for an appointment.

              

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