Full Service Financial Planning and Asset Management
With a combined 40 years of experience working with individuals over the age of 50, we are a husband and wife team using a common sense approach to retirement planning
WHY THE FINANCE COUPLE™?
Two Perspectives With One Focus… You!
FIDUCIARY
A person who acts on behalf of another person, putting their clients’ interest ahead of their own.
INDEPENDENT
Working for our clients, not a bank.
CFP® PROFESSIONAL
One who possesses one of the most rigorous certifications for financial planning knowledge and who has received a formal designation from the Certified Financial Planner Board of Standards, Inc.
OUR FINANCIAL SERVICES
We believe wealth management is a process, not a product!
- Tim is the owner of TWC Wealth Management, located in Greenville, NC. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a non-practicing attorney, and an Arbitrator for the Southeast Region of FINRA.
- Paperback: 100 pages
- ISBN-10: 148201274X
- ISBN-13: 978-1482012743
- Author: R. Timothy Curran
Preview
Chapter 5
Preview
Chapter 9
