Your Retirement, Your Way
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Enjoy Your Retirement!
LET'S TALK RETIREMENT
Focus on What's Important to You
MULTIGENERATIONAL PLANNING
Everyone Has A Story
HERE'S OURSMeet Tim!
Tim Alford has spent his career developing the knowledge and experience to help individuals with their financial lives. After starting on a Wall Street trading desk, he advanced to portfolio manager at hedge funds then to his ultimate goal of using that knowledge to help individuals, which he has done for the past 10 years as an advisor. His deep investment knowledge and experience sets him apart in the industry.
Timothy Alford CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Address
76 Corliss Dr.
Moraga, CA 94556
Licenses
- Series 3, 30, 65, 66, 7
Navigating Your Financial Journey Together
With a licensed financial professional by your side, you’ll have the intel and guidance on hand to help you navigate your financial goals throughout your unique journey.
While other advisors are asked to push certain products, I'm independent, which allows me to customize your plan to meet your specific needs without limitations or influences. My affiliation with Money Concepts International also provides me with the freedom, network of support and education needed to best aid you in achieving your goals.
If we are not yet partners, reach out to me & share your journey!
Welcome To The Journey!
Currently in the United States, for every 100 people who reach 65... 1 is wealthy, 19 are financially independent, 15 are required to keep working, 19 died before 65, and 46 are dependent.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
Why Choose Us?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience help making us an efficient and productive wealth management company.
Welcome to the Summit!
You have been planning, saving, and sacrificing, all with anticipation that you will achieve your goal of a comfortable retirement. You have reached the Summit in your planning. This should not be a concern, but an opportunity to celebrate and congratulate yourself for a job well done. However, after the celebration is over, one of the first thoughts you may have is, "Where to from here?"
Welcome to the Summit!
It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead.
The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
Welcome to the Summit!
It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead.
The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
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