You are viewing a preview location.
Broker Check
tim.mezhlumov@timmez.com
MyClient Portal

Build, Grow, And Stay On Track To And Through Retirement

We strive to simplify the complexity of your wealth by connecting retirement, investments, and tax-aware planning into one cohesive strategy.

Get In Touch With Us

Planning For Every Life Event

We connect our clients' investments, protection, and tax-aware strategies into one cohesive plan.


DISCOVER OUR PERSONAL SERVICES

Learn more

Solutions For Successful Owners

From retirement plan design to captive insurance, we manage the technical details of our clients' business wealth.

DISCOVER OUR BUSINESS SERVICES

Learn more
Delivering A Boutique Experience

Delivering A Boutique Experience

We are an independent firm that prioritizes high-touch, personal accessibility. Led by Tim Mezhlumov, our team provides the tailored attention of a boutique office backed by the massive institutional resources of Cetera Financial Group. We stay involved in your story to ensure your plan is built to last.

Tell Us Where You Want To Go; We’ll Design The Roadmap

Connect with the team

We provide the technical follow-through our clients deserve without the jargon. Let’s discuss how we can get your wealth working for you.

We Help Coordinate The Moving Parts Of Your Wealth

We Help Coordinate The Moving Parts Of Your Wealth

Complexity shouldn't lead to confusion. Our quarterbacking approach aligns our clients' retirement, investments, taxes, and estate planning into one cleanly executed strategy. 

Who We Serve

Business Owners

We assist owners with good tax problems who require sophisticated coordination of their business and personal interests.

Individuals & Families

We partner with families who value a fiduciary relationship built on accessibility and consistent follow-through.

Pre-Retirees & Retirees

We specialize in the transition years, helping our clients move from a career into a sustainable retirement.

Widows & Divorceés

We provide clear communication and dedicated support for people navigating a new stage of life.

Explore Groups

Improve Your Financial Literacy

Make well-informed decisions about your finances with the help of curated resources around the life stage transitions that impact you.

Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Learn More
The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More
Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Learn More
How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn More

Does Your Financial Strategy Get You Closer To Your Desired Outcome?

We provide the technical follow-through our clients deserve without the jargon. Let’s discuss how we can get your wealth working for you.

Thank you!
Oops!