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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
View all articles 
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
View all calculators
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.