We offer a no obligation second opinion service as a check-up on your current financial plan. We also offer a complimentary risk analysis to check your tolerance for risk. Paschall & Associates, located in Gastonia, N.C., was founded in 1997 by Tim Paschall, CLU, CFP. We offer financial planning services to you, your family and your business.
Our services include: personal and business financial planning, personal and business insurance product brokerage, investment product/service brokerage, retirement planning, employee benefit program design and implementation, and educational workshops about various financial planning topics. We like to take our time.
Our services include: personal and business financial planning, personal and business insurance product brokerage, investment product/service brokerage, retirement planning, employee benefit program design and implementation, and educational workshops about various financial planning topics. We like to take our time.
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We know that taking time to carefully understand your financial needs, and your values, is how we can serve you best. Our values - honesty, integrity, faithfulness, discipline and simplicity - have served us well for many years both in life and investing our client's assets. Tim Paschall's focus is on family, faith, community and serving his clients.
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We also work with some of the finest financial institutions in the country. We are particularly proud of our relationship with our independent Broker Dealer - Concourse Financial Group Securities, Inc. Over many years we've found them to be faithful stewards of our client's assets, and truly concerned with providing outstanding customer service.
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