Welcome to The Financial Center

Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After 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
QPRt
CRT
TORCA
Wealth Management
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NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan

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