We are fiduciary advisors - we believe in doing what is best for you and preserving your trust.
We are passionate about your well-being and financial health. We are a fee-only firm.
We strive to foster a personal relationship with you to better meet your needs.
Our Philosophy
It is an article of faith for us that financial planning and investment advice should not be expensive.
It is our aim to become a premier financial management company for any investor, but most particularly we aim to be the premier financial management company serving immigrant communities. We will always provide the best financial management service possible at the lowest possible cost.
We always provide dependable and independent financial advice that is focused on the interests of our clients. We understand that each of our clients and their families have unique financial service requirements, and we help them develop and implement financial plans that are tailored to fit their particular and individual needs.
Learn more about our philosophy as we serve you and holistically consider your financial needs.
Customers
Timbuktu Capital Management, LLC provides financial planning and investment management to individuals, families and their related entities, trusts and estates, and family businesses. Timbuktu Capital Management, LLC works with clients to define financial objectives and to develop strategies for reaching these objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, business management issues, business planning, fringe benefits, and/or other issues specific to the client.
- Individuals
- Families and Related Entities
- Trusts and Estates
- Pension Plans
- Family Businesses
- Special Situation Clients
Ethics
Planning for retirement can be a complex and time-consuming process. Our retirement planning services help develop an accurate picture of your income sources, expenses, investments, social security, and health care needs. We then work with you to develop different approaches to meet your financial and life goals for your retirement years.
A key milestone of the retirement planning process is selecting an approach or action plan that is suitable for your unique circumstances and needs. We work with you to execute the action plan and to proactively react to changes in the economy or key events in life that require you to adapt your plan.
Our Purpose
We help define and develop strategies to reach financial objectives.
- Identification of Financial Problems
- Cashflow and Budget Management
- Tax Planning
- Risk Exposure Review
- Education Funding
- Retirement Planning
- Estate Planning
- Charitable Goals
- Special Needs Planning
- Investment Management
- Family Business Succession Issues
- Business Management Issues
- Business Planning
- Fringe Benefits
- Client Specific Issues
