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
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
View all calculators
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.