At Tim Looney Investments, LLC we offer comprehensive financial planning tailored to your individual needs. It is our priority to get to know you as a person so that we can deliver the best possible service and solutions.

Our comprehensive approach covers investing, retirement planning, estate planning, and risk management while focusing on the minimization of taxes and expenses. All of our services can be provided as part of an ongoing process, annual review, or one time financial plan.

Our areas of expertise include:

Investment Management

We will help you properly allocate your investments in order to generate the growth and income you need while controlling overall risk. Our non-discretionary approach keeps you in control and up to date on all your investments while also providing you with timely and expert advice.

Retirement Income Planning

We work with you to determine how much money you will need to support the retirement lifestyle you desire. This helps us determine how to invest approaching and during retirement while giving you the financial peace of mind to know you will not outlive your money.

Risk Management

From the risks of everyday life to the risks involved with investing, we help you identify the things that can sidetrack you financially. We then present you with a plan to help mitigate or insure against these potential pitfalls so that you can rest easy knowing you are covered.

Estate Planning

We help you determine the best way to hold and transfer assets. Our goal is to maximize what you pass on to your heirs or charities of choice while minimizing taxes and delays in probate. We will work with your attorney and heirs to ensure that whatever decisions you make are able to be carried out according to your wishes.

Tax Planning Strategies

We help identify strategies for minimizing taxes. These range from analyzing the most efficient way to use retirement plans, to investment gifting, loss harvesting and more. We will work with you or your CPA to make sure that we optimize all aspects of your tax planning.

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