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Our Services

Tim Gandy Wealth Management Solutions can help anyone needing to secure their financial future. 

We offer personalized, hands-on service while educating our clients about financial concepts and strategies to take the mystery out of investing, insurance, estate conservation, and preserving wealth.  Below are just some of the services we provide.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

timothy.gandy@lpl.com  |  805.630.9350