Tim Buchanan Aif Email Address

Branch Manager and Financial Advisor

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As an Independent Financial Professional, I operate at the highest level of fiduciary responsibility to fulfill the unique financial goals of my clients. Adhering to the high ethical standards within the financial services business community for 38 years, my goal is to satisfy all facets of my clients’ financial services needs by working with a variety of other professionals to deliver value added solutions. My clients primarily consist of middle income to high-net-worth families, small business owners and corporate retirement plans. I seek to guide my growing client relationships through all stages of their life, especially the accumulation and distribution phases by implementing a comprehensive custom-tailored financial planning approach. Additionally, I am a long-standing member of several community organizations to network with other professionals in our area, such as accountants and attorneys. Planning & Review Services, Client-Specific Education and Communication** • Comprehensive retirement planning, estate plan reviews and planned giving strategies • Highly personalized service, focused on your investment objectives and risks • Retirement income distribution strategies • Social Security benefit analysis • Insurance, risk management, beneficiary review, legacy and long-term care planning • Goal-focused progress review of recommendations • Monthly newsletters, quarterly statements, semi-annual or annual reviews Investment Services • Existing portfolio review and analysis • Asset allocation, portfolio design and systematic rebalancing • Insurance needs analysis and policy review • Cash flow analysis and ongoing review of portfolio • Behavioral coaching to help keep you on track Client Relationship Service Statement with an unwavering commitment to my client’s best interests; I guide clients through investment management, retirement & income planning and wealth transfer concerns with custom tailored solutions to help achieve their unique goals. Advisor Commitment to Ongoing Services: • Independent, objective review of products and services in the marketplace • Close monitoring of investment costs • Ongoing economic and market-specific review and updates • Attendance at industry conferences and continuing education