Tim is committed to successful investing through:
• Fostering long-term relationships
• High touch personal service
• Open communication between all parties involved
• Education to help understand the financial planning and investing process
He believes that every person is unique and every financial situation is different therefore he uses a customized, personal approach to long-term investing. This 4-step financial planning process includes:
• Identify goals and objectives and put them in writing
• Create a plan to achieve these goals
• Implement the plan based on a two-way conversation and agreement
• Monitor and adjust the plan accordingly to help you stay on track
“A major part of what I provide to my clients is no-nonsense education and advice. I believe it is important that people understand the fundamental principles of their financial goals and plan. All investments have benefits and considerations. It is my role to help clients navigate through the investment process and stay focused on the long-term horizons to achieve their goals.”
- Tim Evon
Simplifying the Complex with Straight-Forward Solutions
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
