Tim Kulick, CPA, PFS, Paladin
Centennial, Colorado, 80111
Member Since 2008
Mitchell, Kulick & Company is a dedicated team of professionals, focused on helping you and your family achieve your financial goals. We understand the importance of having the assets and income to send your children to the right schools, enjoy a comfortable retirement, and have financial independence late in life. Our team specializes in highly personalized financial planning and asset management to better help you and your family meet these goals. When you are a client you will have the financial peace of mind of knowing your assets and financial future are in the hands of trustworthy experts.
My Location
Background Information
Years of Financial Experience
- 18
Education
- Colorado State University (BS)
Certifications and Designations
- CPA
- PFS
- Paladin
Association Memberships
- American Institute of CPAs
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing-Bank of New York
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: None
- Securities Registrations: Series 63, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: Symphonic Securities
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services
Visit Website - http://www.mitchellkulick.com
