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
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
To choose a plan, it’s important to ask yourself four key questions.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!