Tim Doehrmann (CFP®)
Tim Doehrmann focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Founder & President
Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area from his office in Morton, IL. His firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning and investment management solutions to help clients organize, grow and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places client best interests first.
NAPFA Start Date
March 05, 2019