Our Qualifications

We've developed a network of professional relationships and strategic partnerships locally and around the country.They have helped grow our businesses, provide critical information for client planning solutions, and meet or excede our service commitment to our clients. Tim Eckel has been working with individuals, professionals, local utilities, and small businesses in the private and public service sectors for over 25 years.  Our resource network and it's extensive  professional experience, repeatedly and successfully, lends itself to almost any financial planning equation.

Individually, ongoing financial education, the pursuit of professional designations, and proper licensing, help us effectively coach and provide a variety of investment and insurance based solutions for our clients.

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The customized course of action and coaching we provide is a roadmap to helping you secure the financial future for yourself and your family.

We’re looking forward to using our expertise and professional relationships to help you establish and pursue your financial goals.