Our Services

The financial management process at Timothy J. Moore, Sr. INSURANCE and FINANCIAL SERVICES begins with an in-depth evaluation of your current financial situation. Once you and I have established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, I advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. I will work with you side by side so that you will be confident in and comfortable with the financial suggestions that are made.

Some of the services we offer:

1) Financial Planning - place your financial future on realistic goals with planning and a solid path to meeting your objective.

2) Life insurance - Help protect your family's financial future.  Learn how with "ING for Life"               click on .....    www.ingforlife/TMoore/index.html  or youdoitforlove.org

3) College funding -  529 planning for all children

4) Tax management - You may wish to consult your tax professional regarding your individual circumstances.

5) Investment planning - 2 options:  Advisory planning or Transactional Planning

6) Retirement planning -   PRIOR PLANNING  ESSENTIAL.             Look at options available for an INCOME STREAM that will last a lifetime. 

7) Estate conservation

8) Charitable giving - Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in capital gains.