We help good people become great retirees, by empowering you with the freedom to deploy your time and financial resources to enjoy your future.
We work with families and individuals who are worried that they won't have enough money to live the retirement they want, are concerned about market volatility, and want to reduce current and future taxes.
We serve by building and implementing your
TIMLI™ Retirement Plan to keep your retirement on time and on track.
[TIME•LY [ pronunciation ] /ˈtīmlē/
A proprietary retirement planning system and process that consists of tax reductions, income calibration, medical benefits, legacy enhancement, and investment improvement to optimize your finances and ensure you a secure and successful retirement.]
Tax
We implement comprehensive strategies to significantly reduce your taxes now, in retirement, and in your estate.
Income
We develop a precise plan to generate abundant income for you as you head into and then enjoy your retirement, while at the same time guarding against exhausting your investments.
Medical
We find the best medical insurance, Medicare supplemental, and long-term care plans to both ensure quality care and to protect your wealth.
Legacy
We work to maximize both the size and the longevity of the financial legacy you leave to your loved ones and favorite charities with a secure and efficient wealth transfer plan.
Investments
We provide options to work with third-party Registered Investment Advisors for clients to choose and decide on their investment managers. It is important to note that our firm and our employees are not compensated for any referrals made to these advisory firms. These firms are independent of our firm.
One You - One MISSION - One TEAM
Gaby Cheng Mechem
President
Author, Speaker, Educator
CFED® CFF® CRPC® NSSA®
Garrison Hunter
CPA and Tax Strategist
Ryan Molesworth
Planning Specialist
Tony Olibas
Client Service Specialist
Steve Hamje
Client Communication Specialist
Yen Zhang
Office Manager Executive Assistant
Zubia Ahmad
Case Manager
GIVING BACK
We strongly support children, both in need and with exceptional talent. Our children are our future. Our children's health, strength, and education will determine how strong and prosperous our society will be. By supporting our children and those approaching and in retirement, we complete and honor the circle of life.
