345 Diversion Street
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
TIMOTHY P. BOGERT, CLU, ChFC, LIC, AIF® is a Financial Consultant for people who want to invest in their family’s future.
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.
Four Great, Unexpected Places to Raise a Family