Tim Estes

Tim Estes [ChFEBC℠]

2501 Parkview
Suite 228
Fort Worth, TX 76102

Original Certification Date: 6/8/2008

ChFEBC℠ Number: F440608TE

Organization: Estes Financial Services, Inc

Phone: 817-444-8402
Fax: 817-444-1351

Email: tim@estesfinancial.net

Website: www.estesfinancial.net

States Currently Licensed: TX, LA

State Insurance License #: 895113

CRD #: 2183211

CFP #: 95335

Primary Insurance: As an independent financial advisor, I have the freedom to work with almost any insurance company to find the best fit for my client’s annuity, life insurance, disability insurance, long-term care, and other insurance needs

Primary Investment: Estes Financial Services provides our clients with a unique investment program based on Nobel Prize winning academics, using a broadly diversified asset allocation approach. We work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk

Services: Comprehensive federal benefit and retirement planning, FERS & CSRS pension calculations, pension survivor benefits calculations, social security & supplement calculations, tax planning, TSP strategies, FEGLI planning and long term care planning