Estes Financial Services, Inc Company Profile, Contacts & Intelligence

Estes Financial Services, Inc Overview

Estes Financial Services, Inc. led by our founder and CEO Tim Estes, a retired naval aviator and financial services expert, specializes in serving the unique retirement planning and wealth management needs of federal, aviation, and defense contractor employees. We offer unparalled insights into the financial challenges and opportunities specific to these sectors. As a Registered Investment Advisor firm, we provide our clients with tailored investment advisory services. Our approach is grounded in Nobel Prize-winning economics, emphasizing a broadly diversified asset allocation strategy that aligns with each client's risk tolerance and return objectives. Beyond traditional wealth management, we leverage Tim’s firsthand experience to develop individualized strategies that address the specific needs of those who have dedicated their careers to federal service or aviation. Who We Work With Federal Employees: With Tim Estes's unique perspective as a former naval pilot and financial expert, we deeply understand the intricacies of federal retirement systems, including CSRS and FERS. We navigate the complexities of federal benefits, ensuring you and your spouse maximize your retirement benefits without falling into common pitfalls. Aviation and Defense Contractor Employees: Drawing on Tim's extensive aviation background, we offer specialized financial planning services tailored to the needs of pilots, aviation professionals and defense contractors. Our "Financial Flight Plan" process is designed to secure your financial future, mirroring the precision and planning of a successful flight mission. Retirees & Those Nearing Retirement: Whether you’re a federal employee, an aviation professional, or from another walk of life, our goal is to answer the critical question, "Will I have enough to retire?" With our proprietary system and Tim’s expertise, we ensure your retirement years are as rewarding as your career has been.

Headquarters

Fort Worth, Texas, United States

Website

estesfinancial.net

Industry

Financial Services

Founded

1991

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Company Email

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