Safeguarding What Is Most Important.
About Me
Tim Neer, a Financial Advisor/Federal Retirement Consultant℠, boasts more than 8 years of experience and finds joy in guiding clients through retirement planning. His professional journey commenced by aiding individuals with Medicare solutions, where he noticed a prevalent lack of financial preparedness among those heavily dependent on Social Security for retirement. Tim's consultative approach, which comes at no charge to clients, allows him to propose customized solutions that cater to their specific needs. Rather than focusing on sales, he prioritizes recommending solutions that suit their requirements. A resident of St. Louis County for over 35 years, Tim is committed to assisting individuals in attaining a secure and well-informed retirement.
Services
We provide customized life insurance plans including: term, whole life, and
final expense options. Advisors assist in understanding coverage, preparing for long-term care needs, and ensuring financial security.
Our team assists with Medicare benefits, offering detailed guidance on various Medicare programs to optimize health coverage and financial well-being for federal employees.
Retiring involves navigating complex benefits and rules. Our team provides guidance on the federal retirement system, assists with retirement documentation, and ensures a smooth transition for a secure and fulfilling retirement.
Utilizing The Color of Money Risk Analysis, we will create a customized portfolio to align with your financial risk profile. This personalized approach ensures that your investments are aligned with your individual needs and helps to maximize the potential for achieving your financial goals.
WHAT TO BRING TO OUR
FIRST MEETING
WHAT TO BRING TO OUR
FIRST MEETING
ARE YOU IN TOUCH WITH YOUR RISK TOLERANCE?
LET THE COLOR OF MONEY RISK ANALYSIS HELP GUIDE YOUR FEELINGS ABOUT RISK.
The first step to being confident in your retirement is to understand the level of financial risk you are comfortable with. When you look at your retirement strategy, does it take your feelings toward risk into consideration?
These powerful tools can help you prepare for the retirement you’ve always wanted:
COLOR OF MONEY RISK ANALYSIS
The Color of Money Risk Analysis is a dynamic questionnaire that consists of 11 questions about your financial life. In just a few minutes, the analysis delivers a risk score and brief explanation of your risk profile. Armed with your score, the next step is to determine if your
current assets are properly aligned with your risk tolerance.
COLOR OF MONEY REPORT
The Color of Money report uses your assets and risk score to categorize your assets. It provides insight on how to align your risk tolerance and assets with your retirement goals.
Neerly There Wealth Management
(314) 283-5925 tneer@gradientadvisors.com thefinancialhq.com/neerlythereriskquiz
Timothy Neer offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Neerly There Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services offered through Timothy Neer, independent agent. Neerly There Wealth Management, Timothy Neer and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.
GIB RIA GA GS - 861215 2022-03-14
The Color of Money Risk Analysis and the Color of Money report are the first steps to helping create a strong foundation for your retirement. Establishing this foundation begins with YOU.
Visit thefinancialhq.com/neerlythereriskquiz to begin the Color of Money Risk Analysis.
THE PROCESS IS SIMPLE.
STEP 1
STEP 3
Visit thefinancialhq.com/neerlythereriskquiz
to take the Color of Money Risk Analysis.
Visit Generational Vault®, a secure online portal, to request your Color of Money report.
STEP 2
Neerly There Wealth Management
(314) 283-5925 tneer@gradientadvisors.com thefinancialhq.com/neerlythereriskquiz
Receive your risk score.
Timothy Neer offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Neerly There Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services offered through Timothy Neer, independent agent. Neerly There Wealth Management, Timothy Neer and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.
GIB RIA GA GS - 861215 2022-03-14
Peace of Mind
Insurance plays a vital role in safeguarding yourself, your loved ones, and your assets. It offers financial security in unforeseen circumstances like accidents, illnesses, or natural disasters.
Here are some key points to consider:
- Insurance provides peace of mind, ensuring you won't face financial hardships during challenging times.
- It enables you to plan ahead and have a safety net for the future.
- Without insurance, you may bear the entire financial burden of any unexpected events, leading to significant losses.
At our agency, we are dedicated to offering the necessary coverage to protect your future and provide you with the peace of mind you deserve.
Let's
protect you.
(314) 283-5925
tneer@gradientadvisors.com