Our Unique Planning Process

A Timber Crest Wealth Management Advisor meets with a prospective client to introduce our services and describes the benefits of proper planning.

Through a personal interview process, we identify your short and long-term financial objectives. We discuss your current financial situation and project where you would like to be at defined points in time. At this time we collect all of your financial information and documentation.

All team members review the financial information you provided us and your financial objectives. Concepts, strategies, products and resources are selected to meet your objectives and the financial plan is designed. If you have an existing plan, we will examine and analyze its strengths and weaknesses and recommend alternative solutions.

We complete a comprehensive analysis and implement a Comprehensive Financial Plan utilizing state-of-the-art technology. A written strategic financial plan is presented to you with a detailed explanation of the problems and the rationale for the solutions we are presenting.

We are committed to long-term relationships with our clients via continuous (ongoing) service, communication, education and performance.