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Through our NestEggs Pooled Employer Plan, we provide access to enhanced services, lower costs and reduced fiduciary liability. With proactive guidance and seamless administration, we deliver a customized experience that makes managing your retirement plan simple and stress-free.
Since 2001, Timothy has helped high-net-worth dental entrepreneurs take control of their financial world and continue to build their wealth – allowing them to excel in patient care without the overwhelming burden of managing their finances. By guiding these professionals through complexities and providing clear, actionable strategies, he prides himself on creating a roadmap so his clients can focus on what matters most: their life, family, and legacy.
As the spouse of a dentist himself, Timothy understands the pressure of running a practice while managing personal finances. By offering strategies to protect clients’ wealth and ensure a seamless, profitable exit, he works so those he works with can focus on growing their practice, caring for loved ones, and making a meaningful impact.
At the core of Timothy’s life is the pursuit of balance and significance, preserving what matters for future generations. I’ve learned that thriving means taking the unconventional path. He feels he has been given an amazing life of significance and that it’s his goal to steward that well.
High service
We handle the headaches — compliance, payroll, and plan management — so you don't have to.
Low cost
Save compared to standalone 401(k) plans.
Tax savings
Sophisticated plan design reduces taxes and boosts contributions.
Expert support
Gain personalized financial and tax strategies with NestEggs and Farther.
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Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Share specific financial data with your CPA, attorney, and family member – promoting transparent and collaborative wealth management.
Access and organize every financial document in one secure, easily accessible location.
Our intelligent system monitors your bank accounts – maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
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