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 cashflow management, investment management, estate planning life insurance, health insurance, or long term care insurance or Medicare 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.
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.
Certified Financial Planner™
Lisa is an Arlington native. She is a graduate of Fort Worth Academy of Fine Arts, where she was in the Dance Company and Singing Girls of Texas. She received a Bachelor of Fine Arts in Acting from Oklahoma City University, graduating...