“ are internal tokens (with no value in dollars) that allow members to receive credit for help they provide to non-profits or individual Simbi members, without having to exchange talents directly.
401k Review
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10 per package - OK - Posted Feb 04, 2017
As a financial professional with 30 years experience, I will meet with you to review your 401k or retirement plan, I will review your current investments in the plan and the investment options available to you, discuss your goals and risk tolerance and advise you on how to optimize your retirement plan to best meet your goals and dreams. I'm both a Certified Financial Planner and Certified Public Accountant and have advised many people on selecting the best investments within their retirement plan
Training & Qualifications
Certified Financial Planner and Certified Public Accountant with 30 years experience
Availability & Preferences
Weekends and Nights
Reviews of Tim
Max left review for Tim
Mar 06, 2017
Sorry for needing to cancel. It was great chatting with you!
Max provided unit of Inspirational quote of the day for Tim
Feb 13, 2017
A pleasure to deal with!
Emilce received session of Personal Financial Planning Consult from Tim
Feb 12, 2017
Tim was very generous with his time! He provided some valuable pointers on how to begin a hobby in financial literacy education. We have to do some wo...rk before we meet again, but I hope that we do!show more
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