Tim Guthrie has a BS in Accounting and holds the Certified Financial Planner designation, the most valuable credential for those who serve the public.
The CFP™ certification requires candidates meet many requirements:
Commission based brokers and agents are paid when a transaction occurs. The conflict occurs when the desire for commissions exceeds the desire to serve. Is that annuity or new mutual fund really in your best interest? For many investors, it is hard to tell.
At Bullseye Investment Management, this conflict will never occur. Bullseye receives no revenue from tranactions, and is paid only to manage assets. Hire a manager, not a salesman.
Clients often ask Tim to take an in-depth look at their potential income in retirement. This service is included at no extra fee for investment management clients. Examining pensions, social security, and income produced from investments, such as your 401k, estimates can be made to assess one's preparation for retirement. These calculations can be reviewed regularly and updated to reflect portfolio growth and other changes.
Don't trust your 401k rollover or other assets to a trainee or commission oriented broker or agent. Tim has 27 years of experience and will never earn a penny from commissions.
Before founding Bullseye Investment Management, Tim had 13 years experience, including working for the World's largest mutual fund company (at that time) Fidelity Investments, a New York based life insurer, and the regions' two largest trust departments. This experience spanned banking, life insurance and investment management.