Timberchase Financial, LLC Employee Directory

Financial ServicesAlabama, United States2-10 Employees

Timberchase Financial, LLC operates in the financial services sector, offering wealth management services focused on preserving wealth, reducing taxes, and facilitating thoughtful transfer of assets. The firm emphasizes a fiduciary, fee-only model and an independent stance, working with clients to coordinate with their other advisors and external professionals to address complex financial needs such as asset class investing, estate planning, tax planning, and insurance and asset protection. Its approach centers on creating a constructive legacy for clients and their families, while aligning charitable giving with long-term financial goals. Based in Hoover, Alabama, the company provides personalized guidance through a consultative process, aiming to minimize conflicts of interest and place client goals at the forefront. Timberchase Financial targets individuals seeking orderly wealth management and estate planning solutions that can be executed with input from their existing networks of advisors.

Sign up for free to view info

Company overview Email format