Smart Thinking for Smart Money
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Timberlake Financial Group is a comprehensive financial services firm committed to helping you improve your long-term financial plan.
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 pursue 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.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values nor is past performance a guarantee of future results.
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 pursue those goals.
Please explore this site to gain a better understanding of how we help our clients plan for the future and pursue their financial goals.
If you have any questions or you would like more information, please feel free to email us at firstname.lastname@example.org or call us at (817) 275-5850. We look forward to hearing from you.
Thank you for the opportunity to be of service.
"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."