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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Tax Management Strategies

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

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Your Cash Flow Statement

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

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There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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