Personalized Retirement, Your Goals, Your Plans
Permanent Income Solutions for
IRA, 401k Rollover, RothIRA, Retirement Savings
Estate Transfer Maximization
Opportunity for Substantial Growth in Up and Down Markets
Lock in Gains Systematically
Never Experience a Loss
Give Yourself Permission to Spend With Confidence
Start Income as Soon as 30 days
Reduce or Eliminate Fees
Tim and his Pam have lived in Amarillo for 25 years and have been blessed with three children. Tim is proud that the Money family name has been in West Texas for 5 generations. Tim began his career and received his licensing with the State of Texas in 1994. After many successful years with a major insurance/financial services firm, Tim established his independent practice Money Financial Services in 2004. Today, Tim has offices in Amarillo and Lubbock and has met with over a thousand clients from many walks of life. Bankers, attorneys, builders, ranchers, farmers, engineers, physicians, business owners, realtors are only some of the diverse careers of Tim's clientele. He assists both pre-retirees and those that have already retired, specializing in age 50 and up.
One of the strategies Tim's clients benefit by, protect's 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 at 806-352-5688 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.