Tim Ebert
Financial Advisor specializing in retirement planning at Ebert Financial
- Role
- Financial Advisor Specializing in Retirement Planning at Commonwealth Financial Network
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About Tim Ebert
Ebert Financial offers personalized retirement planning services to help our clients managed and address the challenges of living (perhaps for the next 30 years) without a paycheck. Our satisfaction comes when a client who wants to live with dignity and independence, tells us,\"I think I\'m going to be OK.\"Services includeQualified Retirement Plans: 401(k) SEP IRA, SIMPLE IRA, Solo 401(K)IRA, Roth IRA, and 529 plansRetirement Income AnalysisInsurance PlanningSocial Security StrategiesLong Term Care Insurance and funding strategiesDisclosures:Securities and advisory services offered through Commonwealth Financial Network, Member a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Ebert Financial.This communication is strictly intended for individuals residing in the states of CO, GA, NC, OH, SC and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.100 Club Oaks CourtSuite BWinston-Sale, NC 27••••36 review our Terms of Use here:
Experience
Financial Advisor Specializing in Retirement Planning
Commonwealth Financial Network
Apr 2015 — Present
Education
The American College of Financial Services
CLU and ChFC Designation, 2017 RICP Designation, Financial Planning and Services
1978 — 2017
Davidson College
BA, English
1968 — 1972
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.