Tim Traub, LLC, a full-service firm, offers a wide array of products and services through our broker/dealer, Commonwealth Financial Network. Commonwealth oversees client investments of more than $3 billion annually, and provides access to a nationwide network of independent financial planners, money managers, and financial services. It's no surprise that Commonwealth has been named “Broker/Dealer of the Year” for an unsurpassed eight times by Investment Advisor magazine.

Services offered by Tim Traub, LLC, for individuals and small businesses include:

• Comprehensive financial planning
  1. Retirement planning - including retirement plans of all types; IRAs, Roth IRAs, rollovers, pension plans, etc
  2. Estate planning - including techniques for transferring wealth at the lowest tax cost.
  3. Tax planning - including avoiding unnecessary income or estate taxes; strategies to reduce taxes
• Investment management of stocks, bonds, annuities, and mutual funds
• Risk management for life insurance, disability insurance, and long-term-care insurance
• Cash flow management for living your retirement at a level you can afford 
  

In order to maximize the level of service we provide, we also rely on the expertise of attorneys, accountants, and other professionals—either brought in by our clients, or as independent resources as they are needed. We believe that, in most cases, a team approach to developing planning solutions works best.