You Deserve and Need a Coordinated Approach
Our Professional Team of Financial Planners, Tax Preparers, Attorneys, Insurance Professionals, and Nationally Recognized Independent Money Managers bring you a wide range of experience and skills and most importantly - deliver this in a Cohesive Team Approach.
Working in unity, Our Team will help coordinate your Investment, Tax, Legal, Retirement, Insurance, Social Security, and Medicare planning. This can be critical to your success.
Ask yourself: When was the last time (if ever) all of your financial, tax, and legal representatives met together to discuss your plan?
We believe our Team Approach is the best way to support your Dreams and Goals.
* Legal Services provided by Independent Counsel. Tax Preparation by RM Tax Services. Independent Money Managers are not affiliated with Retirement Matters.
Timothy Wells
Founder / CEO, Wealth Manager
Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping families who are preparing for and living their Dreams in Retirement.
Diana Hooker *
Tax Planner
Diana graduated from University of the Cumberland with a Bachelor of Science in Business with a concentration in Accounting. Diana is an accomplished accountant and financial planner with over 20 years of experience in the financial field.
Diane Press
Client Services Manager
Diane brings our Team a Bachelor's in Business and valuable experience in the Financial Services Industry and Commercial Insurance. Diane enjoys helping clients manage their daily account needs with accuracy and timely implementation.