Timepiece Financial Planning is a wealth management firm in Battle Ground, WA. The firm specializes in fee-only retirement financial planning and investment management, helping clients build, manage, grow, and protect their assets through various life transitions. While their main office is located in Battle Ground, they travel throughout Washington and Oregon to serve their clients.
As a registered investment advisor and NAPFA member, the firm operates as a fiduciary, meaning they are independent and prioritize the needs of their clients without earning commissions on recommended products. Their professional team provides age-specific financial planning strategies and ongoing investment account management. They focus on creating comprehensive roadmaps for successful retirement by addressing critical questions regarding Social Security, pension options, and long-term care insurance. To assist those beginning their financial journey, they offer a complimentary "Get Acquainted" meeting to help determine specific client needs.
The office is located on E Main St, situated near Central Park and a short distance from the Battle Ground City Hall.
The firm is recognized for its commitment to objective, professional advice and its status as a fee-only fiduciary. Clients benefit from a transparent approach that avoids the conflicts of interest often found in commission-based advisory models.
Timepiece Financial Planning provides trusted, fee-only retirement and investment expertise to individuals throughout the Battle Ground area and beyond.