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