Timothy Wesling (AIF®, CDFA, CFP®, CMFC)
Timothy Wesling focuses in the
following client markets or areas of practice:
- Divorce Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Divorce Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
- Goal development
- Spending plans
- Retirement savings
- Distributions from IRAs and qualified plans
- Tax planning
- Investment management
NAPFA Start Date
September 14, 2006