Popular Financial Articles

How should I choose a financial advisor for my family?

Selecting a financial advisor is an important decision. You are securing a partner who can help you tackle big financial goals, give you an overview of your money, and potentially improve your tax efficiency...

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Which Is true about investments and risks?

Investment risk perception may not be the best way to make investment decisions....

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What do I do if the market goes down?

Emotions can run high, especially when it comes to investing for an important goal. When the markets are up, most people tend to sleep better at night. When the markets are down, it can be downright terrifying...

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What do I need to know about tax-efficient retirement savings?

By allocating money to a mix of accounts that offer different tax treatments, you can manage how much of your retirement income will be taxed — and at what rate. The key is to select an optimal mix of accounts....

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When should I put together an estate plan?

Many people associate the words “estate plan” with getting old. If you don’t look forward to spending an evening thinking about your mortality and worldly possessions, chances are that you’ll be tempted to procrastinate...

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WealthSource Difference

Austin, TX 78728

512-827-0968 Meet Your Advisor

Tim began his career in the financial services industry in 2002 and has worked for many notable firms in various roles, which has enabled him to help hundreds of individuals maximize their finances. A relationship builder and connector, Tim’s specialty is to facilitate insights about life and money, guide clients toward financial breakthroughs, and empower them to live their best and highest lives.

When he isn’t in the office with his mini Goldendoodle Roscoe, Tim can be found mountain biking, doing Bikram, snowboarding, skateboarding, painting, or contemplating the present moment.

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