Timothy Donovan
Pittsburgh, Pennsylvania, 15317
Member Since 2006
Our Serve First Philosophy for 26 years. 1) Approcah all clients with human understanding 2) Help clients recognize problems and opportunities they face 3) As a direct result of our effort clients will recieve great value from our work and will benefit to the fullest degree from the financial resources they have accumulated.
My Location
Background Information
Years of Financial Experience
- 26
Education
- Duquesne University (Graduate in Finance)
- American College (ChFC)
Certifications and Designations
- ChFC®
Association Memberships
- FINRA
- Resource Group
- Premier Partners
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)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1163119
- Securities Registrations: Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Broker/Dealer: Lincoln Financial Advisors Corp.
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, Business Succession
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Efficient Frontier, Tax efficient cash flow analysis
Investment Products
- Mutual Funds, Securities, Hedge Fund, Commodities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
Tax Advice & Services
- Tax Services: Tax Efficient Investing
Visit Website - http://FamilyWealthGroup.com
