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Tim Vanech, Investment Consultant
Tim Vanech, Investment Consultant
Boston-area investment consultant serving individuals, companies and professionals with long term investment strategies, retirement plan consultation and practice development guidance
Contact person: Tim Vanech
Contact Information:
1109 Washington Street
Weymouth, MA 02189
Telephone: 339-499-6282
Fax: 781-335-5690
About Tim Vanech, Investment Consultant:
Tim Vanech's mission is to provide clients with personalized investment and planning strategies that will last. Tim enjoys getting to know his clients well and providing them his best thinking and advice in terms that make sense to them — that put the probabilities for success in their favor.
Tim offers the following services (from timvanech.com):
Planning
My goal in planning is to help you build on your strengths. First, I will learn as much as I can about your financial and life goals. Then, using either a Financial Check-Up or a Formal Financial Plan, we will chart out a course that will help you meet those goals.
Investments
My investment posture is sound, conservative, and highly customized to you. Together we will follow a four-step process for assessing your current assets and for reaching strategic investment decisions.
Retirement Plans
I can help you sift through the many Retirement Plan alternatives that have arisen in recent years, and I will help you select the menu and platform that fits your company now and that can grow with your company in the years to come.
Practice Development
If you are a financial services professional seeking to expand the scope of the personal and business financial services and products you offer to your clients, I can help.
E-Mail Tim Vanech
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