top of page
Timothy A Makovkin, Senior Financial Advisor
Our Services
Timothy A Makovkin offers financial management strategies and advice in the following key areas:
Investment planning, risk management, college funding, retirement planning, and estate conservation.
My services are designed to help you answer the following questions:
How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Am I saving enough?
What is the best way to save for college?
How can I help reduce estate taxes and preserve more of my assets for my heirs?
Do I have the right amount of life insurance?
bottom of page