Tim Kober (BS, CFP®)

Tim Kober focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our Portland area firm provides comprehensive fee-only financial life planning and investment management services to couples over age 50. We help clients develop specific financial and life goals and then assist them in reaching those goals by providing objective personalized advice in the areas of cash flow and debt management, education planning, risk management and insurance, asset allocation and investments, income tax planning, retirement planning, and estate planning.

Click on the “visit our website” link to explore our website to learn how our services and goal-based approach can help you achieve your personal and financial goals. Contact us to schedule an initial consultation. We’ll discuss your specific needs and goals, and the solutions we provide. This complimentary meeting provides both you and us the opportunity to gather information and determine if there is a good “fit”. If there is a good fit we can talk further about working together to help you take the worry out of your financial future and achieve financial well-being.

Additional Information


NAPFA Start Date

September 18, 2006


This Office

3853 SW Hall Blvd Beaverton, OR 97005-2049 Phone: (503) 512-5890 Fax: (503) 828-9440