Order of Michael Feature Tim Kuhlman

Order of Michael
Featured Member: Tim Kuhlman

Financial Joy

Do you want a professional to carefully manage your retirement money? Do you want your specific financial needs met with greater control and flexibility?

In 1998, during my medical practice in North Carolina as a naturopathic physician, I realized a major missing part to healing is financial wellness and our relationship to money. Fears about money adversely impact our health, happiness and financial decisions. I want to help people thrive, not just survive. I have been growing in my own sense of abundance, which extends to sharing the wealth. Although there is far more to living connected with abundance than just money, my role is focusing on your financial health.

I take a very personal approach with you. My initial get to know you consultation is free. I learn what type of investor you are so I can customize your investments. I’m not only listening to your intentions, goals and risk tolerances, but also any types of businesses, such as tobacco, that you wouldn’t want to support. In this way, your investments can be aligned with your personal values. It’s very important to me that you are comfortable with what your money is supporting.

Saving for retirement can feel great. If you don’t like your severely limited retirement account at your job, then I can help you transfer it into an IRA giving you greater control and flexibility. Liberate your retirement account! My intention is helping you be more empowered with financial joy.

Do you need a financial tune-up? We can create a plan to make your money work more efficiently for you. Even simple changes like a savings account earning over 5% can improve your life. During our consultation we discuss these important matters.

I am a North Carolina Registered Investment Advisor (RIA) managing investment accounts, including retirements such as IRA, Roth IRA, and Roth 401(k). I am not biased because I don’t take commissions since I don’t sell products, insurance or investments. Rather I get paid for management fees; so my incentive is to perform for you. I have the high ethical standards of being a fiduciary, and I am perfectly adaptable to help you with your retirement account.

For a Welcome Letter, or more information please contact me at:

Tim Kuhlman
Registered Investment Advisor
Float Capital Funding Corporation
11921 N. Exeter Way
Raleigh, NC 27613
(919) 649-6625
To contact Tim Kuhlman via email, click here.
Upcoming Website: www.raleigh-ria.com

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