Welcome to The Financial Center, LLC

Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After a half decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.

“With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,” Robertson says. “That’s incredibly special.”

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
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NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan