Learn More About
- Filial Support Laws
- Understanding the Gift Tax Exclusion
- Has the Adage "Sell in May" Gone Away?
- What's a College Degree Really Worth?
- When Will the Fed's Easing Policy End?
- Monthly Economic Update from April, 2013
- Reassessing Retirement Assumptions
- Estate Planning to Minimize Probate
- Gold's Big Plunge
- How LTC Insurance Can Protect Assets
- Putting Too Much in Company Stock?
- Living Trusts: Facts vs. Fiction
- Mistakes Families Can Avoid on 529 Plans
- Quarterly Economic Update from 1st Qtr, 2013
- Monthly Economic Update from March, 2013
- All About Treasury's Plan of Floating Rate Notes
- How & When to Sign-up for Medicare
- When a Family Member Dies
- An Estate Planning Primer
- How Much Farther Can Stocks Advance Without A Weak Dollar?
- Be on the Lookout for Charitable Win-Wins
- What Does the Dow's Record High Mean to Me?
- Retirement Seen Through Your Eyes
- Monthly Economic Update from February, 2013
- The Sequester Looms March 1st
- Putting Your Tax Refund to Work
- The Latest on Social Security
- The American Taxpayer Relief Act's Impact on Retirement and Estate Planning
- Most Commonly Overlooked Deductions
- Ways to Save for College
- The Effect of Interest Rates on Bonds
- Monthly Economic Update from January, 2013
Good planning provides peace of mind.
Retirement planning is a major financial investment – so many considerations, so many variables, so much information to acquire and digest. Of utmost importance: finding the right advisor – a professional who is honest and knowledgeable, objective and can give you the time, care and insight you want, need and deserve.
An advisor with integrity who puts clients’ needs first – always.
Tim Hucks follows two guiding principles in business: 1) Integrity – first, foremost and always; and 2) The client comes first – your concerns and needs supersede all else. This is why university professors and other professionals have relied on him for more than 28 years.
Toward a comfortable retirement.
Tim wants the best for you. He values growth, but he is more interested in protecting the wealth you work so hard for. His financial knowledge and expertise help you plan with confidence that the money will last.
Tax-efficient investing and estate planning.
Tim favors planning that allows you to keep more and give the government less. He protects your money from tax erosion for you and your heirs. Good planning provides security and peace of mind for all concerned. A well-crafted wealth transfer plan ensures family stability for the next generation.
Professional resources at your fingertips.
Quite often, there are business and legal matters that need addressing. Tim has relationships with legal and accounting experts for any issue that may arise. In fact, most clients join Tim via referrals from you, your colleagues and business professionals.
Financial relationships for life.
Tim wants to be your financial steward, not sell you a financial product. He follows the Golden Rule. He offers advice, guidance and execution, to help you understand your situation – to review and adjust your portfolio as needed, to manage risk, to defer or reduce income, to avoid capital gains and unnecessary tax liability.
Listening and responding – to you.
Call or e-mail Tim today. Tell him you need a university retirement specialist to help guide you to a comfortable retirement.
More than a financial advisor, count on him through all economic tides.
Tim is actively involved with two local non-profits.
Kiwanis is a global organization of volunteers dedicated to changing the world, one child and one community at a time. Tim has been a volunteer and regional leader in Kiwanis since 1990. He served as president of the Hillsborough Kiwanis Club in 1997-98, and Lieutenant Governor for Carolinas District of Kiwanis International in 1998-99 and 2005-06. Tim is very active with "Terrific Kids," a student recognition program that promotes character development, self-esteem, and perseverance. To learn more, visit kiwanis.org.
Volunteers for Youth has provided services in Orange County since 1981, helping at-risk youth become contributing members of the community by cultivating strengths, encouraging positive relationships, and developing the ability to make responsible choices. Tim has been involved for many years through the Hubert Davis Golf Tournament, which he now chairs. As a member of the Board of Directors since 2009, he actively supports important mentoring, community service and teen court programs. To learn more, visit volunteersforyouth.org.