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Timberlake Financial Group

Smart Thinking for Smart Money

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to Timberlake Financial Group

Timberlake Financial Group is a comprehensive financial services firm committed to helping you improve your long-term financial success. 

Our main concern is providing information to help you make educated decisions about your financial goals.  Our second concern is providing products and services that will help you attain those goals.

If you have questions about life insurance, health insurance, or long term care insurance, you’re in the right place.  If you have questions about different kinds of investments and what would be the most suitable for you and your family, you, too, are in the right place.

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Your Financial Future

Planning your financial future is not an easy process, and effective planning involves two things: managing your investments and preserving your wealth. And the financial evaluation process is not a "one size fits all" proposition.

We start the process by listening. First, we determine your current situation by establishing your existing needs and helping you set your financial goals and objectives. Then, we make recommendations to help you achieve those goals.

Please explore this site to gain a better understanding of how we help our clients plan for the future and meet their financial goals. 

If you have any questions or you would like more information, please feel free to email us at [email protected] or call us at (817) 275-5850.  We look forward to hearing from you.

Thank you for the opportunity to be of service.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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