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Finding Your Fit

TIMOTHY P. BOGERT, CLU, ChFC, LIC, AIF® is a Financial Consultant for people who want to invest in their family’s future.

Client Centered

He has practiced a values-based method of financial planning for over 35 years and defines his job as helping people make smart choices about their money with the goal being, no matter what happens in the market, economy, or the world, they have a higher probability of achieving their goals for the reasons that are important to them.

Suggested Content

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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