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UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENTWelcome, I’m Timothy Bogert, a financial advisor in Southfield, MI. I have practiced values-based financial planning for over 35 years. When people ask me what I do, I explain that I am in the financial services business with a distinct approach in that I help people FIND MONEY they are currently losing unknowingly and unnecessarily. Find out why my clients consider me to be the antidote to conventional financial thinking.
If what you thought to be true, turned out not to be true, when would you want to know?
TAX MINIMIZATION PLANNINGLearn strategies to minimize financial strain due to taxes
Learn More SPECIAL NEEDS PLANNINGFamilies that have kids with special needs, need to do special planning
Learn More RETIREMENT INCOME STRATEGIESRetirement Plans do two things; they postpone the tax and the tax calculation. What’s your exit strategy?