Tim Money
Serving West Texas and Eastern New Mexico with offices in Amarillo and Lubbock

Personalized Retirement, Your Goals, Your Plans 

Permanent Income Solutions for
 
IRA, 401k Rollover, RothIRA, Retirement Savings

Estate Transfer Maximization

Opportunity for Substantial Growth in Up and Down Markets


Lock in Gains Systematically

Never Experience a Loss

Give Yourself Permission to Spend With Confidence

Start Income as Soon as 30 days

Reduce or Eliminate Fees

Tax-Free Opportunities

Amarillo Call 806-352-5688
3131 Bell St #102 Amarillo, TX 79106

Lubbock Call 806-433-8463
5717 66th St #115 Lubbock, TX 79424


Tim with wife Pam and their children. 

Tim Money is an independent agent.  Independence, allows Tim to assist his clients in comparison of numerous offers from multiple highly rated companies.  Taking the time needed to understand your goals and explain the details of appropriate plans.  Tim began his career 22 years ago and is licensed by the State of Texas with additional licensing in New Mexico and Oklahoma.  Money Financial Services has offices in Amarillo and Lubbock and serves clientele throughout the region.  Bankers, attorneys, builders, ranchers, farmers, engineers, physicians, business owners, realtors are only some of the diverse careers of our clientele.  Tim assists both pre-retirees and those that have already retired, specializing in age 50 and up.

Some people simply need the best interest rate for a period of time. Since 1995, Indexing has been another option.  Indexing can protect principal while linking only the interest from the principal to the volatile market.  The instruments used are unique and allow partial participation in market gains while eliminating the possibility of loss due to negative markets.  By strategically resetting at precise periodic intervals, returns are realized and locked in and can never be lost to the market.  With stocks and mutual funds, one can't own the instrument and the gains simultaneously. To lock in a gain, you have to sell the investment. Then what do you do? Tim shows his clients how they can own his strategies and the results (gains) simultaneously. This eliminates a lot of difficult emotional decision-making and protects them from taxes. Traditionally one would have to sell to lock in a gain. Since this is not required with Tim's strategies, no taxable event takes place. 
IRAs, Roth IRAs, 401k rollovers as well as non-qualified dollars can all benefit from these plans.


We invite you to schedule a complimentary second opinion visit with Tim so that he can show you how to empower your portfolio with the latest techniques which eliminate market risk while preserving powerful growth opportunities.

Never again have to wonder whether your advisor is making the right decision to buy or sell at exactly the right time.  Remember, you can't get a second opinion from the person who gave you the first. You already know their views and you may own their products.  

Call Tim's office at
806-352-5688 today to schedule your complimentary get acquainted visit.  You will have no obligation and there will be no cost to you.  However, you will become empowered with new information that will be good news to your portfolio.  We are looking forward to meeting you.


The Money family has been in West Texas for generations.
The Money Boys:  Bill, Ed, Charles & Bob (1920's)

Grandpa Ed Money, July 1963

             
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