. . . 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.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Ascertaining the value of your business is important for a variety of reasons.
Good employee health can be great for the company’s bottom line.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.