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Orleans, MA Financial Advisor
Serving the Entire Lower Cape
Tim Traub, LLC
Tim Traub, LLC of Orleans, MA has been reputed as one of the most trusted names in financial planning throughout the Lower Cape for over 25 years. Whether your goal is to accumulate sufficient income sources and assets to retire or to utilize the income and assets you already have to enjoy retirement, Tim Traub, LLC can help.
Tim Traub, a CERTIFIED FINANCIAL PLANNER (TM) Professional, focuses his time finding the best portfolio management solutions for his clients. His longevity, experience, and dedication speak volumes.
Tim Traub, LLC's Areas of Expertise:
- Retirement Asset Accumulation – Using various retirement plans (IRAs, Roth IRAs, 401Ks, etc.), non-qualilfied retirement investment vehicles and tax-advantaged programs.
- Retirement Management - Helping clients manage their retirement income sources, qualified plan distributions, day to day cash flow, so they do not run out of money.
- Estate Planning – Techniques for transferring wealth efficiently and controlling wealth during and after lifetime.
The Initial consultation for general financial planning, retirement planning, and estate planning is free of charge and without obligation.
Contact Tim Traub, LLC today at 508-240-0848, or browse the website for more information about Tim Traub, LLC.
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CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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This communication is strictly intended for individuals residing in the states of
NY,NH,LA,MA,CT,FL,ID,ME,NJ,CA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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