Timothy (Tim) C. States has joined the CommonWealth One Financial Network as a financial adviser, dedicated to helping members with financial management, investment planning, insurance and more.
Timothy has more than 30 years of experience in financial services. He will be helping members establish and review investment strategies, answer questions and create personalized financial projections.
Timothy can help individuals and businesses with:
• Retirement planning
• Investment advice and asset management
• Cash flow and debt management
• Estate planning
• Tax management strategies
• Risk management (life insurance, disability, long-term care insurance)
• Charitable donations
As a financial advisor, Timothy understands the responsibility of helping clients work toward their hopes and dreams. He will work diligently to earn clients’ trust and confidence, developing clear and realistic plans that attempt to optimize investments to meet financial goals.
CommonWealth One Federal Credit Union is dedicated to the credit union mission of educating members and being their lifetime financial partner. Timothy’s knowledge and experience will help CommonWealth One members in all phases of life, whether they are starting their first job, in retirement or anywhere in between.
Timothy has been helping clients work toward their financial goals for more than three decades. He attained his Bachelor of Science in Accounting from the University of Missouri and holds Series 7, Series 63 and Series 65 designations.
Timothy will discuss tax management strategies during our free ONESource Wednesday webinar on Jan. 30, 2019. To learn more about the webinar or to register, visit cofcu.org/events. To schedule a complimentary consultation with him, call (800) 424-3334 or email firstname.lastname@example.org.