Life Insurance Specialist - Timothy Neer 81308

Building Towards What Is Most Important.

About Me

Tim Neer, a Federal Retirement Consultant and advisor with Gradient Advisors, LLC, 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. As a fiduciary, Tim focuses on what is in your best interest and prioritizes on solutions that suit your requirements. Tim is committed to assisting individuals in attaining a fulfilling and well-informed retirement.

Services

Whole life insurance pen and dollar banknotes.

Tim provides 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.

Tim 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. Tim 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, Tim will create a customized portfolio to align with your financial risk profile. This personalized approach ensures that your investments match your individual needs and helps to maximize the potential for achieving your financial goals.

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

GIB RIA GA GS - 861215 2022-03-14

www.thefinancialhq.com/neerlythereriskquiz

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

Receive your risk score.

GIB RIA GA GS - 861215 2022-03-14

www.thefinancialhq.com/neerlythereriskquiz

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.

I am dedicated to help protect your future and provide you with the peace of mind you deserve.

Let's

protect you.

(314) 283-5925

tneer@gradientadvisors.com

Tim Neer, a Federal Retirement Consultant and financial advisor with Gradient Advisors, LLC.

DISCLOSURE

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 are 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. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Timothy Neer, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Timothy Neer, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.