Overview
Tim has more than 30 years of experience providing financial planning advice to clients. He believes it is more profitable to provide a high-quality ongoing service than it is to maximize profit at every single opportunity. Through his exceptional professionalism, Tim has been awarded the DALBAR Seal, evidence of his strong commitment to providing outstanding service to his clients. Professionals who receive the DALBAR Rating are recognized for their trust, quality, performance, and satisfaction.
Experience
He established the Prism Financial Group, L.L.C., in 1988. As a result of Tim’s proficiency, he was invited into an alliance with Mize Houser and Company, P.A., a regional accounting firm, in 1999. Mize Houser specialties include accounting and tax services for professionals and business owners and has developed a specialization of collaborating with owner/operators of McDonald’s restaurants on a nationwide basis.
With his breadth of knowledge and years of experience in the industry, Tim has developed a successful wealth management practice that continues to grow through referrals from his existing clients, as well as other professional advisors. His specialties include comprehensive financial planning, social security analysis, estate planning, income tax planning, investment portfolio management, IRA RMD planning – age 70 1/2, educational funding, retirement analysis, employer retirement plans, IRA rollovers, 401k retirement services, investment management for McDonald’s owner/operators, financial planning, investment strategies, asset management, and retirement planning.
Education & Affiliations
Tim earned a Bachelor of Science degree in Business from the University of Kansas. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor (CRPC®). Tim is active in community and industry affairs while actively working with the Financial Planning Association.