TIM MONEY FINANCIAL SERVICES
3131 Bell Street, #102, Amarillo, TX 79106
Since 1994
IRA, 401K Rollover, Roth IRA, Retirement Savings, Stocks and Mutual Funds, Annuities, Financial Planning, Estate Transfer, Investment & Portfolio Management Tax-Free Opportunities
Specializes in personalized retirement plans ● Complimentary get an acquainted visit ● Serves also in Lubbock ● Free consultation available ● Provides Bankers, attorneys, builders, ranchers, farmers, engineers, physicians, business owners, realtors are only some of the diverse careers of their clientele
TBR® Inspection Report
NAVIGATION FINANCIAL GROUP
801 South Fillmore, Suite 530, Amarillo, TX 79101
Since 2003
Retirement, Executive Benefit, Tax, Financial, Education, Charitable Giving, Pension Alternatives, Asset Allocation, Social Security, Traditional and Roth IRAs, Automatic Account Rebalancing, Asset and Risk Management, Estate Planning Strategies, Employee and Group Benefits, Insurance & Investment Analysis
Expertise with a specialty in designing retirement distribution strategies ● They will help you identify effective ways to address retirement-related issues such as income sources & income requirements ● 401(k) and IRA minimum required distribution calculator are available
TBR® Inspection Report
JOSEPH B PETERSON JR
6107 South Coulter Street, Suite 400, Amarillo, TX 79119
Since 2013
EDWARD JONES - Entrepreneurs and Business Owners, Social Security, Charitable Giving, Traditional and Roth IRA, 401K and Intergenerational Planning, Retirement Income, Estate & Legacy Strategies
Focuses on retirement savings strategies ● Your financial advisor may recommend you sell some investments and use the proceeds to buy others more appropriate for your needs