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.
Christopher Wharton
Wealth Management Associate
Chris serves clients as an integral part of our Plan Design Team. Chris also serves as our Medicare Specialist and is heavily involved in our Social Security Plan Design.
Deb Wells
Client Relationship Manager and Event Planner
As Tim's wife, Deb has been an integral part of the Team since inception. Deb's creative talents assist with Client Servicing, Office Design, Marketing Support, and Event Planning and Hosting. Deb holds a Bachelor's Degree in Theology.
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.
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.