Have you heard from your advisor lately?

Give us a call!

BrokerCheck by FINRA logo

Certified Financial Planner, CFP logo

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!

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