Financial Services

The Teacher
Have you ever consulted a professional and left “feeling dumb?” That won’t happen at Mission Financial. As a former business teacher, one of Tim’s gifts is his ability to make complicated things easy to understand.

Whether your focus is retirement planning, saving for college, buying a home, or creating a legacy, we'll design a custom-fit road map to help get you there.

Having a Trusted Advisor
It doesn't matter if you are single, widowed, divorced, or a couple; Tim realizes not everyone is into investing and finances. He recognizes the importance for each person to have a basic understanding of his or her investments and generally how they work. Some couples see our services as a form of safety net...developing a relationship with a trusted advisor provides greater peace of mind if tragedy, illness, or old age causes one partner to be left behind.

How We Work
Mission Financial offers a complimentary initial consultation. When you choose to work with us, it’s up to you how to pay for our services. Some people prefer a fee-based, "fiduciary relationship" (Advisory) while some prefer the traditional transaction-based approach (commission). We’ll help you understand both so you can make an informed choice. Either way, we always put your needs first!

Check the background of this investment professional on FINRA's BrokerCheck