Tim Traub, LLC is a financial consulting firm serving Orleans, Brewster, Chatham, Eastham, Wellfleet, Harwich, Dennis, Yarmouth, and the rest of the Lower Cape. Tim Traub, with 40 years experience in the financial services industry, focuses his efforts on retirement planning, helping his clients prepare for life after employment and for those already retired, overcoming the day-to-day financial challenges of enjoying retirement.
Retirement Planning Services Include:
- Retirement asset accumulation
- Investment portfolio management
- General financial advice
- Advice about IRAs, Roth IRAs, 401Ks, 403Bs, 457s, non-qualified plans
- Plan rollovers
- Pension plans
- Retirement income monitoring
The initial consultation for retirement 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 estate planning.
_________________________________________________________________________________________________
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.
