Helping Families Take Control of Their Finances

Contact Us

Phone
(214) 537-9065

Hi, I'm Timothy Parady, a dedicated Financial Advisor with over a decade of experience guiding families toward financial freedom. In my journey through the intricate world of finance, I've had the privilege of assisting numerous families in planning their financial futures.

My Services

My Services

For Families:

  • Retirement Planning for the Future:

    IRA's, Roth IRA's, Bridge Accounts, and Safe Harbor Distributions

  • Retirement Strategies During Retirement:

    Income, Wealth Retention, Tax Sheltering and Beneficiary Planning

  • College Education Savings:

    529's, UGMA and UTMA

  • Life Insurance:

    Protecting your families income and Tax Sheltered Inheritances

For Businesses:

  • Company Sponsored Retirement Plans:

    401k, SEP IRA, Simple IRA, SoloK

  • Company Income Protection:

    Key Man Life, and Buy/Sell agreement protection

Married to my wonderful wife, Tammy, for 24 years, I understand the importance of building a stable foundation for a family's future.

My commitment to financial well-being stems from the belief that every family deserves the means to enjoy a fulfilling retirement. With the heart of a teacher, I am passionate about empowering families with the knowledge and strategies needed to navigate the complexities of personal finance.

My approach is rooted in a deep understanding of each client's unique circumstances and aspirations. I believe that by fostering a collaborative and educational environment, we can work together to craft tailored financial plans that align with your goals. Whether you're planning for retirement, saving for your children's education, or seeking to grow your wealth, I am here to provide comprehensive guidance every step of the way.

I am not just a Financial Advisor; I am a partner on your financial journey, committed to helping you achieve financial planning and the means to savor the retirement you've always dreamed of. Let's embark on this journey together, aiming to turn your financial aspirations into a reality.