Jump Start Your Retirement – Open Phone Friday’s
Need directions to navigate through your financial future? Welcome to Open Phone Friday’s – Whether you are just starting your career or plotting your exit strategy, Tim Brown, MBA, CFA, CFP® is providing an opportunity to answer your questions for free.
There is no charge for this service. Tim Brown, a Certified Financial Planner, will be providing free advice by phone to those who call our Eden Prairie office at 952-303-6715. From 11:30am to 12:30pm CT on the first and third Friday of the month, Tim will be taking calls to answer your most pressing questions.
To make the most of your call, please gather any relevant documents that you need – such as mutual fund statements or your 401(k) choices before the call. If your questions are too complex to be answered on the spot, you may be directed to the Garrett Planning Network or NAPFA “Find an Advisor” search to locate a Garrett or NAPFA advisor in your area.
Depending on demand, we plan to offer this service every other Friday, starting July 20th. Tim Brown is a Certified Financial Planner and fee-only advisor. He is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Eden Prairie Chamber of Commerce.
Calls will be taken on a 1st come basis starting at 11:30am every other Friday, starting on July 20th. Free calls will be offered between 11:30am and 12:30pm. Please limit calls to 15 minutes to enable us to help as many people as possible.
We are offering this as a public service that is offered to all. Tim had the opportunity to participate in the NAPFA/Kiplinger Jump Start Your Retirement hotline to answer questions and believed it was a great service to help people get good advice. Tim’s goal is to make objective and competent financial planning advice more available to people in the Eden Prairie, MN and surrounding areas.
When: The First & Third Friday of the month from 11:30am to 12:30pm CT
Phone #: 952-303-6715