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Timbers Financial Strategies

Helping You Navigate Retirement With Confidence

Retirement strategis can be complex. we are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

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Marilyn Timbers  CFP® CDFA™  Investment Advisor Representative

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an experienced professional in your corner. It’s my goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.

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Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Coordinating and managing your retirement income sources

Connecticut Higher Ed Faculty & Staff

Connecticut Higher Ed Faculty & Staff

Understanding your unique retirement options

Women In Transition -  Widows and Divorcees

Women In Transition -  Widows and Divorcees

Divorced, divorcing or considering a divorce?  Feel confident that you have the resourses you need to fund the life you want

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted advisor.  

Whether you’re an early investor or a seasoned wealth-builder, I believe a comprehensive goals based financial plan is the foundation. 

The first step is learning more about your personal situation, identifying your dreams and goals, and understanding your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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 Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Schedule A Complimentary Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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