| Advisor Profile |
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| Name: |
Tim Bryan |
| Phone Number: |
(602) 910-3468 |
| Website: |
Visit Website
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| Research This Advisor |
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| Request More Information |
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| To contact this advisor or to receive more information, please call the phone number or visit the website listed above. |
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| Prepared By: |
Tim Bryan |
| Most Recent Update: |
07/14/2008 |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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We take customer satisfaction surveys frequently. |
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| Q. |
What are your qualifications? What is your education background? |
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I've been working as a Financial Advisor for eight years and have all my required licensing and exams completed. I also have a Bachelor's degree from Arizona State. Finally, I have the Financial Planning Specialist designation which requires extensive work and continuing education annually. |
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What is your approach to financial planning? |
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I take a life planning approach to my work. I like to sit down with clients and map out their life as they would like it to be and then come up with a plan to get them there while planning for the things that could derail their life plan. |
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What services do you offer? |
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I offer services in all types of financial planning covering the entire financial life of my clients. |
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| Q. |
How many clients do you currently manage? |
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I currently have 200 clients. |
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Will you be the only person working with me? |
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I have an assistant and a whole team of specialists at my disposal who specialize in different areas of the financial planning world. |
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How are you compensated? How will I pay for your services? |
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Depending on the client's preferences and needs I can work on a commission and/or fee-basis. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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| Q. |
Do you offer any guaranteed results? |
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We offer some guaranteed products. |
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| Q. |
How much risk should I be willing to take? |
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That depends on the client's profile. |
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| Q. |
Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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Most highly rated carriers |
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Are there any pre-existing conditions that you can not cover? |
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How long does it take to complete the application and approval process? |
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Is there a maximum age that you can insure? |
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What services do you provide? What are your specialties? |
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I offer all types of services. I can help with just about any area that the client may need help with. |
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| Q. |
What is your experience? How many clients do you currently manage? |
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I've been working as a Financial Advisor for eight years and currently have 200 families I work with. |
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What financial institution(s) do you represent? |
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How do you charge for your services? |
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I can offer services with commissions and/or fees. |
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Do you provide a free initial consultation? |
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Yes, always free to sit down with me as many times as the potential client prefers. |
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Why should I choose you as my financial advisor? |
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Very service orientated, competent in all the areas of financial planning, and have the resources of a major firm available to clients. |
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What are your management fees? |
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Varies by the need of the clients. |
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What kind of plans do you specialize in? |
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All types including defined benefit plans. |
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Do you have a minimum requirement for number of employees or total investment value? |
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What type of plans do you offer? |
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Do you offer any additional services? |
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Retirement & financial planning, education planning, estate planning, insurance, annuities. |
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| Q. |
What are your qualifications? |
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Eight years experience working with retirement planning and financial planning. |
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| Q. |
What is your approach to 401 K plan rollovers? |
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Very diligent and process driven for my planning. Come up with a plan that the client feels is appropriate for them. |
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How long does the process of rolling over a 401K plan usually take? |
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Usually can be done in a week or two. |
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What financial institutions do you represent? |
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Smith Barney & Citigroup. |
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| Q. |
How many years of experience do you have? |
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Eight years working as a Financial Advisor |
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| Q. |
What are your fees for this service? |
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No fee for the financial and retirement planning until the prospective client is satisfied and then I can work on a commission and/or fee basis. |
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| Q. |
How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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Large firm offering vast resources and deep expertise by our team of specialists in all areas of the financial world. |
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Do you provide a free initial consultation? |
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Yes, as many free meetings as the potential client needs. |
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