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
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Rightsizing for Retirement
What does your home really cost?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.