. . . IT'S ABOUT FAR MORE THAN MONEY . . .
Welcome to my website, Evolutionary-Wealth.net. The site's name is a take-off on the title of a book by futurists Alvin and Heidi Toffler, Revolutionary Wealth, first published in 2006.
I'm Tim Ferris.
Since 1982, I've participated in the evolution of personal financial planning--as an agent of insurance companies, as a registered representative of broker-dealers, as an independent insurance broker, and as an investment advisor representative of a larger investment advisor. In serving clients, I still deploy all these basic forms of doing business.
Every day, I cringe as see providers of financial services and advice attempting to capture market share by disparaging other providers, other approaches, and other products. From my perspective, all perspectives and all financial tools are relevant and necessary in the marketplace, so that all individuals might be served appropriately.
A professional advisor quite often has to go against common knowledge and groupthink. I find that I have to think differently, to question the status quo, to be truly professional in my approach to serving the best interests of the individual.
In everything I do, I put the individual first, and proceed from there.
Whether your needs are simple or complex, our staff stands ready to provide the highest level of personal and friendly service. Discover the ways we may be able to assist by visiting the links below. We look forward to building a great relationship with you.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Try these activities to keep your brain sharp.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A four-step framework for building a personal legacy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.