Broker Check

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

<p>Pay Yourself First</p>

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
Learn More
<p>The Sequence of Returns</p>

The Sequence of Returns

A look at how variable rates of return impact investors over time.
Learn More
<p>Social Security Taxes</p>

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More