As a CERTIFIED FINANCIAL PLANNER® Professional (CFP®), Tim Schannep is trained, tested, and certified to provide comprehensive financial planning services. Some financial professionals may place you a model based on age or risk tolerance. At Retirement Wealth Partners we believe that each client, each family is unique. As a CFP®, Tim takes a client-centric approach to ensure that your specific situation and financial needs are addressed. We assess different risk management and tax savings tool while educating our clients on general financial fundaments and psychological habits.
Being a CERTIFIED FINANCIAL PLANNER® Professional helps assure you that your financial advisor is qualified to manage your life’s savings. We understand that Personal finance is Personal, and we want to give you confidence in your finances.
Your Fiduciary Planning Partners
Retirement Wealth Partners delivers financial guidance with integrity and compassion at its heart. Reach out to learn how we can serve your needs.