Gift of Education

2018-02-06T04:59:45+00:00January 11th, 2018||

In planning for higher education costs, Timonier strives for  optimal investment performance combined with the lowest fees available. In doing so, we are able to manage client 529 account assets free of cost!

Multi-Generational Planning

2018-02-06T05:03:24+00:00January 11th, 2018||

The preservation and transfer of wealth can be challenging but necessary topics. Move forward confidently with the proper advisors, tools, and strategies by your side.

Philanthropic Planning

2018-02-06T05:04:19+00:00January 11th, 2018||

Plan your legacy and goals on your terms. We will guide you through the details needed to accomplish your vision in the most efficient way possible.