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Lynnfield Woods Office Park, 200 Broadway (Route One South)
Suite 206
Lynnfield, MA 01940

(888)-644-PLAN

 
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Get Started with Timothy Charles Financial, LLC


We will put together the most comprehensive financial plan for you. We will enhance your understanding of investments, mutual funds, and ETF's. TCF will give you the most credible and engaging profile to help you prepare for retirement and during retirement.

We will give you an analysis and overall recommendations on Estate Planning, Long Term Care Planning, Inheritance Planning  and Investment Planning in an all encompassing plan for you.

Timothy Charles Financial is a Registered Investment Advisor. We work for you and only you.


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Our Firm

At TCF our advisors provide a financial strategy that is suitable to you.

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Our Services

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Meet The President

Timothy C. Mortellite is the President of the firm.

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Test Your Estate Strategy Knowledge

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to compare the future value of investments with different tax consequences.

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Assess whether you are running “in the black” or “in the red” each month.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are a number of ways to withdraw money from a qualified retirement plan.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Making the most of surprises is a great reason to work with us.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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