Comprehensive Financial Planning Solutions
Helping You Reach All of Your Financial Goals with Peace of Mind
Father & Son
Fred Timm, CPA, MA
Fred brings many years of financial experience to the table. His profound understanding of tax laws and regulations enables him to optimize his clients' financial plans for tax efficiency. He can navigate complex financial scenarios with precision, ensuring clients receive strategic guidance tailored to their long-term financial goals. In addition to Business and Accounting degrees, Fred has a master's in Education and one of his forte's is in breaking down the complex to a basic understanding of finances for his clients, so that they feel comfortable and empowered about their financial situation and options. He and his son, Luke, created 'Timm Financial Services' so that his tax clients could get the financial advice they need to achieve all of their retirement goals with confidence and "Peace of Mind".
Luke Timm, CFP®
Luke is a graduate of Princeton University and a CERTIFIED FINANCIAL PLANNER® who gained extensive work experience doing financial analysis for large corporations in New York City. Leveraging insights gained from his experiences, Luke has joined his father Fred, to create 'Timm Financial Services'. This collaboration empowers him to offer clients unique financial planning solutions that encompass their entire financial landscape. Luke is equipped to develop comprehensive strategies tailored to each client's specific needs and aspirations.
Together, Luke and Fred are dedicated to guiding clients towards financial security and success.