Tim Boyle

Background

About Tim Boyle

If you’re a professional and have been successful at making and accumulating money but aren’t sure you’re doing everything you could to financially optimize your assets, I may be able to help you. I’ve helped people from school teachers to corporate executives build investment portfolios, develop cash flow plans and create estate planning strategies. We’ve either started from scratch or I’ve helped update pre-existing financial plans that were too expensive or hadn’t been tended to properly. The more successful you are and the more assets you have accumulated, the more complex your financial situation may be. I will help you evaluate whether your assets are being managed efficiently. My ideal clients are professional and driven. They’ve been committed to their careers, families and building their net worth, but may need help to build a strategy to maximize cash flow, potentially reduce fees and taxes, and ensure a smooth transition of their wealth to the people they care about. I help them identify problems, present potential solutions and help them create a more efficient overall financial strategy. Learn more at TBG Financial LLC dba The Boyle Group Wealth Management is a registered investment advisor in the State of Washington and certain other states. The Boyle Group Wealth Management does not give tax or legal advice but can work with you and your tax professional or attorney to develop your financial plan.