About Timberland

We are a full-service financial firm committed to helping individuals and business owners pursue their financial goals. We believe that you will not only be able to better identify your goals but will be able to make concrete decisions to help you reach them with the services Timberland Financial Group provides.


 




Our Objective



  • To first seek and understand our client's goals and objectives

  • To be lifelong learners and provide expert guidance

  • To create an extraordinary service experience

  • To monitor our clients plan on a continuous basis to help them achieve financial security over their lifetime


Our Approach



  • Provide a customized client engagement roadmap that crystalizes client expectations

  • Provide holistic wealth management solutions via coordination with other leading professionals

  • Deliver world-class financial solutions by leveraging the Frank Russell Company's financial solutions on managing risk, while striving to provide above average returns and above average consistency over time

  • Extend services by a team of specialists


Our Processes



  • Robust due diligence

  • Client engagement roadmap

  • Financial service strategy


Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.