Timberchase Financial, Llc

Description

• Timberchase Financial offers wealth management, including investment management, financial planning, tax mitigation, asset protection, and charitable giving. We use a consultative process with you and our team of experts. We have a focus on working with American expatriates, physicians, and widows & divorcees. We are committed to excellence. We believe in asset class investing, a methodical approach grounded in academic research, with an eye on tax efficiency and low investment expenses. Our estate planning advice is given in collaboration with your estate planning attorney or one of the attorneys on our panel of experts. Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship. We coordinate an insurance plan in conjunction with outside agents, so that you get only what you need, for less. Because we do not sell products or accept commissions, you can be assured that our product recommendations are based only on your needs. The clients with whom we work often hold preservation of wealth as their first financial priority but also want to minimize taxes, plan for the transfer of their wealth on their terms, and make an impact on others through charitable giving. They desire to educate and empower those they love, that they may be wise stewards of their resources. We assist in these efforts, so your wealth can serve a greater purpose. As a completely independent firm, all of our efforts are focused on your goals. As a fiduciary, we act on your behalf. Being a fee-only firm creates a pristine relationship with you that is free from conflicts of interest.
• 

  Headquarters:31 Inverness Center Parkway Suite 100, Hoover, Alabama, United States

  More
• 

  Phone Number: +1 205-980-7118

• 

  Website: https://www.timberchase.net/

• 

  Employees:6

• 

  Revenue:$1 - 10M

• 

  Legal Name:Timberchase Financial, Llc

• Timberchase Financial, Llc's Social Media

  
• Is this data correct?

• |  NAICS Code: 524210  |

  Show More