TLM Financial

TLM Financial

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Designing Specific Financial Strategies to Create Financial Peace of Mind.

I followed the path to FIRE — and learned that early retirement is the wrong goal 12/06/2019

It's not for everyone, but if you are considering early retirement it is important not to leave out some opportunities which might be available to you.

It might make more sense for you to set other goals to ultimately lead to where you eventually wish to end up.

I followed the path to FIRE — and learned that early retirement is the wrong goal Focus on financial independence: Just getting your net worth to zero begins to give you options.

Making long-term care affordable. 09/25/2019

Have you heard the news?

Making long-term care affordable. Long term care is a situation everyone wants to avoid and considering how much it costs; it makes even more sense. The average long-term care cost per month is over $5,000. That’s more than most peoples mortgage. Plus, t...

5 Insurance Policies Everyone Should Have 09/25/2019

What are they? Why do I need one?
You are not alone if these are your questions.

5 Insurance Policies Everyone Should Have Insurance policies come in a variety of shapes and sizes. The right policies will go a long way toward helping you protect your assets.

Insurance Companies vs. Banks: What’s the Deal? 09/18/2019

Safety and Security, Risk vs. Reward.
Which one is right for you?

Insurance Companies vs. Banks: What’s the Deal? You might not have considered it or even thought about it, but how to insurance companies and banks make their money? Well, it really isn’t too complicated and demonstrates the reasons behind why a bank and insurance com...

Keeping it Simple: Life Insurance for your Grandchildren 08/13/2019

Life insurance isn't only for grown-ups!

See why life insurance might be a fit for your children or grandchildren!

Keeping it Simple: Life Insurance for your Grandchildren Life insurance for your children or grandchildren is an often overlooked financial plan which many advisors fail to discuss with their clients. A life insurance policy can be designed in many different ways and many of t...

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Fountain Valley, CA
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