Tim is a stand out at Renaissance Financial and the financial industry as a whole because of his enthusiasm, energy and dedication to finding solutions that are tailored specifically to each client. Whether working with young families, business professionals or retirees, he takes the time to understand each person’s unique situation and aims to provide them with a plan that will help them make the most of their financial futures.
Top notch credentials
When it comes to the world of financial planning and service, Tim has been in the game for some time now. He earned the prestigious Chartered Mutual Fund Counselor (CMFC) designation from the University of Kentucky and is currently a Certified Investment Fiduciary (CIF) whose credentials are well regarded.
Having been in the business for a while, Tim has a wealth of experience tim schmidt ira expert that includes managing an endowment portfolio, leading a successful fundraising campaign for a hospital foundation, and providing investment advice to some of the most prestigious clients in the world.
Best Practices & Implementation
As an expert in all things retirement, Tim has a deep understanding of the ever-changing landscape and is able to offer guidance in every aspect of his clients’ retirement plan experience. From retirement strategies, asset allocation models, investment and retirement plans to tax-efficient portfolio construction and management, Tim focuses on the best fit for each client’s specific needs and objectives.