Tim Kadlec provides holistic and integrated wealth planning solutions to each and every client, regardless of their life stage or career path. He understands that each retirement plan is a puzzle, and he helps clients put the pieces together.
Some of the financial services he provides include:
- Retirement planning
- Investing during retirement
- College savings
- Stocks, bonds, ETF's, Mutual Funds, Annuities
- Pension plan analysis
- Life insurance
- 401(k), 403(b), IRA, Roth, SEP
- Small business plans
Tim began his career in the financial services industry in 1995. He is a graduate of Washington State University, with a Bachelor of Arts degree in Business Economics. His FINRA securities registrations include Series 7, 24, 66, 6, and 63.
Tim and his family live on the South Hill in Spokane. He and Katie have three children -Abbey, Jessica, and Sean. They also have a Springer Doodle named Gus. He and his family enjoy boating, traveling, and supporting the WSU Cougars.
A good financial planner can increase your returns by as much as 3% annually.
Source: Fran Kinniry, Vanguard Investment Advisory Research Center - November 2022