Our Services

Tim Mayben is a financial specialist dedicated exclusively to serving the financial needs of the business and professional communities. His specialized approach allows him to offer every client a breadth of professional experience, and he strives to be the single source for continuing service unique in the financial community. His services include:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. He can assist with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis

Wealth Management

He strives to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. He can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Variable Annuities

Business Planning Strategies

He can help you tackle some of the financial complexities of running a business, including:

  • 401(k) and 403(b) Plans
  • Traditional, SIMPLE, Roth, and SEP IRAs
  • Defined Benefits Plans
  • Profit Sharing Plans
  • Exit Planning
  • Succession Planning
  • Buy-Sell Agreements

He is also able to coordinate with other financial professionals, such as attorneys and CPAs, to take a holistic view of your situation. Contact him today to get started.