You’ve got a flight plan.

How about a financial plan?

401K / Investment Management

Investment management, also known as portfolio management, is the professional management of various securities and assets to meet specified investment goals for investors. TIM works with you to identify your risk tolerance and recommend a model portfolio to help you achieve specific financial goals, from your working years, straight through to retirement. Our philosophy is to remain invested in a risk appropriate, diversified portfolio during bull phases to capture the most upside possible and apply risk management techniques to raise cash during bearish phases, attempting to protect gains achieved in the previous cycle.

Retirement Planning

TIM can help guide you along the path to, and through, retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms. We all have different ideas about how we want to retire. But there are a couple of things that many of us have in common. First, we want to save enough to retire when we want to; and second, we want to ensure our money lasts throughout retirement. No matter how you want to spend your retirement, there are steps you can take today to help make sure you reach your goals and TIM is here to help you.

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Financial Services for Airline Employees

Our niche is the airline industry. We have a deep bench of qualified financial professionals with a combined 100+ years of experience ready to assist you. In addition, we have experienced pilots on staff to assist with very specific issues related to the industry. Although some aviation professionals might initially feel uneasy working with airline pilots, we feel having experienced aviation professionals on staff is important. We know what you are going through; whether it is a military career before the airlines or a company bankruptcy, we've "been there, done that." We believe the team approach allows us to draw on the collective experience of our professional staff and pilots.

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3,300+

Airline
Professionals
Served

$700+

Million
Managed

10+

Years
Avg. Client
Tenure

Weekly Market
Update

Would you like a more in-depth look at the markets? TIM’S Weekly Market Update provides a recap of the trading week and walks you through graphs and charts to illustrate market activity in an easy-to-understand, conversational manner. This webcast will give you a good grasp of financial events that have shaped the week and keep you in the loop on what we’re doing with your money. It’s great to see visuals with commentary, rather than just blindly trusting opinions in the media. Clients tell us this is a valuable educational tool and makes them feel more confident about investing—and you might be able to teach your friends a thing or two at your next dinner party!

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