I like to make a difference. It's why since 2006, I've served as a volunteer firefighter in Lake Country, helping my neighbors prepare for emergencies and coming to their aid when the unthinkable happens.
Making a difference is also why, in 2010, I became a Financial Advisor. I get to guide clients toward the positive steps that empower them to feel a sense of purpose and have a meaningful understanding about their financial future. And I help them prepare for – and weather through – life's inevitable emergencies that can threaten their financial well-being.
After we explore and prioritize the things that matter to you and your family, I'll create a written financial strategy that encompasses the multi-faceted aspects of your life and your goals. By making it written, we have a tangible roadmap and a way to measure our progress. In my experience, clients who have a good grasp of the "why" feel more informed, more confident and less inclined to make financial decisions emotionally (a big temptation during market fluctuations).
Not everyone has the same enthusiasm for finances as I do, so I go out of my way to make our conversations comfortable and the process easy. We'll spend our time talking about something near and dear to your heart – what you want for yourself and your family, and how to get there.
The more I can make a difference in my clients' lives, the more it makes a positive impact on our community.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Retirement Income Strategies
My Personal Interests
- Wine Collecting/Enthusiast
- Outdoor Enthusiast
Phone NumberTimothy Kim at (250) 979-7287
|Mon||09:00AM - 04:30PM|
|Tue||By Appointment Only|
|Wed||09:00AM - 04:30PM|
|Thu||By Appointment Only|
|Fri||09:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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