Tim Blandford
RICP®, CLTC®, BFA™
Client-centered planning that brings you financial clarity for a secure future.
State(s) Licensed: AL, AZ, CA Insurance Lic. #0G71180, CO, FL, GA, IN, KS, MO, NE, OR, TX, WY
4239 Centerplace Dr Unit 2i
Greeley, CO 80634
Client-centered planning that brings you financial clarity for a secure future.
State(s) Licensed: AL, AZ, CA Insurance Lic. #0G71180, CO, FL, GA, IN, KS, MO, NE, OR, TX, WY
Sensible Financial Guidance
Society attempts to tell us that happiness is defined by what we can amass over our lifetime in terms of wealth and possessions. This is not my philosophy. I believe in the pursuit of contentment by living generously. Every day, I execute my mission by building meaningful relationships and providing financial advice to my clients and those they care about. Some of my clients are wealthy while others come from more humble beginnings. No two clients are alike. However, they share a common belief – a moral responsibility to be good stewards of their many blessings. This is why I take time to fully understand the values my clients live by and help them identify what’s most important. Working together, I use a process that helps manage wealth and risk so that you can aspire to a work-optional lifestyle.
Examples of services I provide include, but are not limited to:
• Dedicated Planning Services
• Life and health benefit consulting
• Wealth accumulation and risk management strategies
• Tax planning
• Retirement income planning
• Executive benefits and key person retention strategies
• Wealth and tax efficient estate transfer
• Advanced charitable and legacy planning
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Location
Greeley Office
- Phone:
- 970-373-0008
- Mobile:
- 970-400-9938