Escape Financial Anxiety
Enjoy Financial Security in Your Retirement
We work with families and individuals who are worried that they don't have enough money to live the retirement they want, are concerned about market volatility, and want to reduce current and future taxes.
We serve by building and implementing your
TIMLI™ Retirement Plan to keep your retirement on time and on track.
[TIME•LY [ pronunciation ] /ˈtīmlē/
A proprietary retirement planning system and process that consists of tax reductions, income calibration, medical benefits, legacy enhancement, and investment improvement to optimize your finances and ensure you a secure and successful retirement.]
Tax
Successfully implemented comprehensive strategies to permanently reduce taxes in retirement and in the estate.
Income
Precise plan for drawing abundant income which protects the principal and assures never running out of money.
Medical
Most cost-efficient solutions for marketplace insurance, medical supplemental coverage, and long-term care.
Legacy
Secure and maximized wealth transfer plan to beneficiaries with family trusts reviewed within the last three years.
Investment
Optimized performance while minimizing or eliminating management or fund fees.
Testimonials
Nationwide Publicity
Associations - Certifications
One You - One MISSION - One TEAM
Gaby Cheng Mechem
President
Author, Speaker, Educator, Advisor
CFED® CFF® CRPC® NSSA®
James Jurica
Registered Investment Advisor
CFP® CLU® CHFC® RICP®
Biran Herndon
PA & Tax Master
Joshua Rogers
Estate Planning Attorney
Matthew Shlau
Estate Planning Attorney
Ryan Molesworth
Registered Investment Advisor
& Planning Specialist
Tony Olibas
Director of Client Services and Relations
Steve Hamje
Client Communication Specialist
Mark Myers
Tax Planning Specialist
Yen Zhang
Office Manager Executive Assistant
Rachel Shi
Case Manager Medical Specialist
Ashton Jones
Marketing and Client Experience Specialist
GIVING BACK
We strongly support children, both in need and with exceptional talent. Our children are our future. Our children's health, strength, and education will determine how strong and prosperous our society will be. By supporting our children and those approaching and in retirement, we complete and honor the circle of life.