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
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Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Estimate how much life insurance coverage may be appropriate for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.