Broker Check

5300 W Atlantic Avenue
Suite 404
Delray Beach , FL 33484

Time Financial Service

(561) 499-6775

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

If you are looking for a blend of personal service and financial industry experience, you have come to the right place! We offer a broad range of services for the individual investors, retirees, business owners, executives and independent professionals. We are experienced and we're friendly.

What is your concern? 

  • Are taxes on your investment income a concern?
  • Would you like to address your future income needs?
  • Would you like to plan for your child’s education?
  • Are you properly insured?
  • Are you afraid you will outlive your retirement?
  • Would you like to review your investments?<
  • What retirement strategy? 401, IRA, Roth IRA, etc...

Please call or email us for a consultation. We look forward to hearing from you.


Phone: 561-499-6775 

Email: fyankee@timefs.com

Helpful Content

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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Social Security: Maximizing Benefits

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Social Security: The $64,000 Question

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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