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

(888)-644-PLAN

 
The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Events on Wall Street Social Security: By the Numbers

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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Meet The President

Timothy C. Mortellite is the President of the firm.

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Choices for Your 401(k) at a Former Employer

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What Is My Current Cash Flow?

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

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Investment Strategies for Retirement

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Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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There are some key concepts to understand when investing for retirement

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If you died, what would happen to your email archives, social profiles and online accounts?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Other Sure Thing

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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