Areas of Practice
Comprehensive Financial Planning/Annuity/401(k)/Group & Individual Health Insurance/Life Insurance/Disability Insurance/Inheritance
“Before anything else, preparation is the key to success”
Timberland Financial Group, LLC prides itself on being a truly independent wealth management and insurance firm that is not beholden to any one set of insurance or investment instruments. Our goal is to objectively evaluate the many options made available to the world of wealth management professionals, then custom tailor a plan that best fits the objectives and tolerances of yourself or your business.
Below you will find information on a handful of popular insurance and investment topics in which we specialize, as well as a forms that can be submitted to request additional information.
Annuity
Annuities seek or aim to to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.
To request a consultation on annuity options, please fill out the form below.
Group Health
There are certain types of benefits that employees will automatically expect from their employer. The first is health care. The majority of employees will not only expect you to provide these benefits, but may also be interested in other options, including group life and group dental.
To request a consultation on group health options, please fill out the form below.
Life Insurance
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
To request a consultation on life insurance options, please fill out the form below.
401(k) Plans
By far the most common employer-sponsored retirement plan is the 401(k) plan. The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.
To request a consultation on group health options, please fill out the form below.
Disability Income Insurance
Disability insurance helps replace income lost because of an accident or illness. One survey found that 43% of people aged 40 will suffer a disability of at least 90 days before they reach age 65. (1)
1. 2000 Field Guide, National Underwriter
To request a consultation on disability income options, please fill out the form below
Comprehensive Financial Planning
In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks, as well as how you define clear objectives in your financial journey. This can all be achieved by working with a professional to give you the guidance to accumulate and distribute those assets appropriately throughout your lifetime.
To request a consultation on comprehensive financial planning, please fill out the form below
Inheritance
Losing a loved one is difficult, often exacerbated by the confusion surrounding how to properly inherit assets in a way most appropriate to your risk tolerance and tax situation,
To request a consultation regarding an inheritance, please fill out the form below.
Individual Heath Insurance
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