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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

We have access to investment data and research opinions that are independent.

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Meet The President

Timothy C. Mortellite is the President of the firm.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Understanding the cycle of investing may help you avoid easy pitfalls.

Bursting the Bubble

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