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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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Test Your Life Insurance Knowledge

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Critical Estate Documents

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How Stocks Work

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Comparing Mortgage Terms

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

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Use this calculator to estimate your capital gains tax.

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

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Retirement Plan Distributions

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

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Principles of Preserving Wealth

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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