Financial Planning

Welcome to the financial planning area of our Web Site. This section covers the basics of investing and investment products. I do not charge a fee for this type of service. I am compensated from the companies we work with when I appropriately place business with them.

A financial questionnaire is available to help you provide the information needed to begin the financial planning process. Feel free to check out our links to valuable financial planning information.

Morally Responsible Investing

The Timothy Plan is steadfastly committed to maintaining portfolios that do not contain the securities of any company that is actively contributing to the moral decline of our society.

Fixed Index Annuities

  • Lincoln New DirectionsSM fixed indexed annuity

2020 Vision: The Case For Equities In The Decade Ahead