Timothy Harms, Chfc

Timothy Harms, Chfc Email and Phone Number

Financial Advisor at Third Coast Advisors @ Third Coast Advisors
pewaukee, wisconsin, united states
Timothy Harms, Chfc's Location
Madison, Wisconsin, United States, United States
About Timothy Harms, Chfc

Specialties: By using a unique comprehensive and creative approach to analyzing the financial decisions you have to make during your life, I can assist you in growing, protecting, enjoying, and passing on your wealth.My areas of focus include helping you determine the type and amount of life insurance that best suits your needs.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0I49459. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2023-3135/

Timothy Harms, Chfc's Current Company Details
Third Coast Advisors

Third Coast Advisors

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Financial Advisor at Third Coast Advisors
pewaukee, wisconsin, united states
Website:
thirdcoastadv.com
Employees:
33
Timothy Harms, Chfc Work Experience Details
  • Third Coast Advisors
    Financial Representative
    Third Coast Advisors Mar 1996 - Present
    Madison, Wisconsin Area
    I have assisted people in meeting and exceeding their financial objectives for more than 25 years. I believe people make three primary mistakes that keep them from having the best plan they can.1. They rely on mathematical spreadsheets as the primary tool to make these important decisions rather than using financial principles and strategies.2. They rely on projected product performance as the primary factor for the decisions they should make.3. They make their decisions one at a time, independent of other decisions. This is planning in a vacuum rather than understanding the ripple effects that each decision will have on ther rest of their plan.Only by looking beyond spreadsheets, and projected performance, and looking at your financial life in an integrated and comprehensive way can you create the most efficient plan to meet and exceed your goals.I work with my family and business clients to build financial strategies so they can grow, protect, enjoy, and pass on their wealth. I especially enjoy showing them ways to increase the efficiency of their financial plans and strategies that will provide them lifetime income.
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  • Third Coast Advisors
    Financial Advisor
    Third Coast Advisors Mar 1996 - Present
    Madison Wisconsin
  • Cuna Mutual Group
    Executive Benefit Planner, Sponsor Group Account Executive,
    Cuna Mutual Group 1993 - 1996
    Madison, Wi Area
    View
  • Century Companies Of America
    Financial Representative
    Century Companies Of America 1985 - 1993
    Madison, Wisconsin Area

Timothy Harms, Chfc Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Business

Frequently Asked Questions about Timothy Harms, Chfc

What company does Timothy Harms, Chfc work for?

Timothy Harms, Chfc works for Third Coast Advisors

What is Timothy Harms, Chfc's role at the current company?

Timothy Harms, Chfc's current role is Financial Advisor at Third Coast Advisors.

What schools did Timothy Harms, Chfc attend?

Timothy Harms, Chfc attended University Of Wisconsin-Whitewater.

What are some of Timothy Harms, Chfc's interests?

Timothy Harms, Chfc has interest in Hunting.

Who are Timothy Harms, Chfc's colleagues?

Timothy Harms, Chfc's colleagues are Ben Hoyt, Keith Voogd, Aaron Whitfield, Christopher Strommen, Cfp®, Kevin Kutz, Drew Hebbe, Emily Fowler.

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