TIMI has developed a fee-based proprietary investment management system that is designed for optimal performance while intergrating risk-reduction strategies. We also focus on diversification and cost-controls in our custom portfolio models. TIMI knew long ago that retirement planning must include direct investment management, tax preparation and insurance strategies.
There are very few firms that employ these capabilities in-house. In addition, our "LOOP" program also involves working closely with legal practitioners to ensure proper estate planning interfaces. Insurance premiums provide recovery of coverage for large losses to protect your family. TIMI has been insurance licensed for over two decades.
There are very few firms that employ these capabilities in-house. In addition, our "LOOP" program also involves working closely with legal practitioners to ensure proper estate planning interfaces. Insurance premiums provide recovery of coverage for large losses to protect your family. TIMI has been insurance licensed for over two decades.
Services
The Team
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Brendan Toomey is a Certified Financial Planner, Registered Investment Adviser, Portfolio Manager and Tax Preparer. He has been working with the public since 1986. He became a CFP professional in 1993 and has at least 20 years experience in investments, insurance and tax preparation. Austin is a licensed financial adviser and holds the coveted Chartered Financial Consultant designation, and is a Ceritifed Private Wealth Advisor Professional.
Wealth Management
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Toomey Investment Management, Inc. is an asset management and advanced financial planning firm designed to be very unique in the financial services world. Our customized systems were created to grow and conserve your wealth through state-of-the-art technology, daily-integrated oversight and an unprecedented level of personalized service.
The Loop
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