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10 East Sharon Road
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.
Founder, Accredited Investment Fiduciary, National Social Security Advisor Certificate Holder
Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping those age 55 and over prepare to live their Dreams in Retirement.
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.
Client Services Manager
Diane brings the team over 13 years of experience in the Financial and Insurance industries. She has established an excellent rapport with our clients, and she ensures that any questions, requests and potential issues are handled...
Charlie began his career in financial planning in 2006 and has experience in sales, operations, and financial planning. His greatest value is helping clients maximize their income in retirement while navigating the risks...
Para-Planner and Client Support
Liz has worked in financial services for over 13 years. She has experience in trading, operations, and financial planning. Liz will work directly with Tim in preparing financial plans for our clients.