Tim Haubenstricker is a Wealth Advisor with Prinvest Advisors and has been serving his clients since 1998. As a Wealth Advisor, he works with his clients, regardless of their stage in life, income or goals and looks to help them manage their short-term goals, long-term aspirations, and investment needs with an eye toward asset allocation of their investments using wealth forecasting strategies.
Tim believes that each client is different, and each financial plan should be designed toward your individual goal and concerns. He will help you look at the options available to pursue your goals when saving for your child's education, your retirement and everything in between.
Tim has his Series 6, 7, 63, 65 Security licenses held with LPL Financial, Life and Health Insurance licenses and is currently licensed to provide services in multiple states.
As a Wealth Advisor, Tim works with individuals and businesses when saving toward their retirement using Traditional IRAs, Roth IRAs, SEP-IRAs, SIMPLE IRAs, 403(b)/TSA, and IRA Rollovers.
Tim is blessed to be the father of three grown adult children and enjoys fishing, home brewing, wine making and working in the yard or around the house.
Please call Tim today to discuss the products and services that may be appropriate for you, and we can start down the path to your financial goals. Tim offers one on one appointments to discuss what is important to you and your family.