Individual Financial Planning (Heritage)

Schedule a Session with a Financial Planner

These sessions are offered via Zoom, telephone or in-person. To schedule an in-person session at our office, please contact Tim Shirk directly at 866-232-6457.

To view the Service Team Disclosure, click here.

Tim Shirk

Financial Planner

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I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

  • ERISA Fiduciary: At All Times
  • Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
  • Industry Experience: Since 2006
  • Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago