Want confidence
in your financial future?
Create a customized, step-by-step investment plan with your Ramsey SmartVestor Pro
After you work hard for years will you have enough?
You can feel confident about your financial future!
We walk with you and create a simple map for your financial journey that guides you towards the future you are hoping for.
About Tim Minert
Tim brings over 30 years of experience to his role as an Independent Advisor with Capital Asset Advisors. Prior to establishing his RIA, Tim held pivotal roles in reputable financial institutions, including serving as a Registered Principal and working in Branch Management at Cambridge Investment Research. His experience with major financial institutions include Fidelity, Charles Schwab, VanGuard and American Funds offers a strong foundation for managing money and growing assets..
As a Ramsey SmartVestor Pro, I am ready to help you meet your goals.
Just Three Steps
to Get Started:
WHAT IS A FINANCIAL PLAN AND WHY DO I NEED ONE?
A comprehensive financial plan helps give you direction in your financial life. A plan is only as good as the information in it, so we start by talking with you about your needs, goals and dreams. We then develop your plan, which helps you get a clear picture of what actions need to be taken to get you from where you are now to where you’d like to be in the future. Once your plan is implemented, we review and update your plan with you every year
Depending on your needs and goals, the plan may include:
- Net Worth Statement
- Lifestyle and Career Goals
- Savings Goals
- Employee Benefits Optimization Review
- Cash Flow Planning
- Insurance Analysis and Protection Planning
- Estate Planning
- Tax Planning and Projections
- Retirement Plan Recommendations
- Investment Analysis and Recommendations
- Asset allocation for your employer 401k or 403b plan
With our deep understanding of the key elements of financial planning, we’re here to make the process meaningful and relevant to you, providing a client experience that’s truly unique and tailored to your needs.
