Total Investment Management

Add to Favorites

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

26 Years

in Business

Accredited

Business

(480) 998-5735Call Visit WebsiteVisit Website Map & DirectionsDirections9383 E Bahia DrScottsdale, AZ 85260 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Total Investment Management

Tax Services
TIM, through its strategic partner, Sonoran Tax & Accounting provides personal tax return preparation services either a la carte or as an included service for Premier clients. Tax preparation differs from profession to profession. Therefore, having an experienced tax advisory firm who knows the aviation industry helps clients achieve the best possible outcome. Let an experienced tax professional make sure you are paying what you should and not a penny more.

View All Services

Provided by

Places Near Scottsdale with Investment Management

Paradise Valley (13 miles)
Cactus (15 miles)

More Info

Call us today to learn more!

General Info: Our vision is to bring security and prosperity to the aviation community. Transparency is the foundation of our firm. Transparency fosters trust; and trust builds long term relationships with our clients. We believe a team approach provides the highest level of service for our clients.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Neighborhood: Sonoran
Other Link: website
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (480) 998-5735

Address: 9383 E Bahia Dr, Scottsdale, AZ 85260

Website: website

People Also Viewed

View similar Investment Management

Total Investment Management

Tax Services
TIM, through its strategic partner, Sonoran Tax & Accounting provides personal tax return preparation services either a la carte or as an included service for Premier clients. Tax preparation differs from profession to profession. Therefore, having an experienced tax advisory firm who knows the aviation industry helps clients achieve the best possible outcome. Let an experienced tax professional make sure you are paying what you should and not a penny more.
Tax Return Preparation

Investment Management
Investment management, also known as portfolio management, is the professional management of various securities and assets to meet specified investment goals for investors. TIM works with you to identify your risk tolerance and recommend a model portfolio to help you achieve specific financial goals, from your working years, straight through to retirement. Our philosophy is to remain invested in a risk appropriate, diversified portfolio during bull phases to capture the most upside possible and apply risk management techniques to raise cash during bearish phases, attempting to protect gains achieved in the previous cycle.
Mutual Funds
TIM has been working with United (UAL) Pilots for over 20 years. We have developed a comprehensive retirement solution for Pilots at any stage of their career. Our strategic partnership with Charles Schwab allows us to bring our UAL Pilots the best execution technology for placing trades and managing their portfolios. We utilize the free trading vehicles (ETFs and mutual funds) available to TIM at Charles Schwab to keep costs at a minimum. We know the UAL retirement program better than most advisors because of our long history with UAL and our special focus on assisting aviation industry personnel. Please visit the Services page for a more in-depth view of the service levels available to you and our Investment Management page for details on our investment process.
Wealth Management
Total Investment Management has formed a team of reputable financial services firms to be our partners. Collectively, these companies cover all aspects of wealth management.

Accounting Services
TIM maintains a relationship with independent, third-party accounting services, law firms, and insurance agents whereby it may refer certain clients to these specialists or consultants for individual tax preparation, estate planning, and insurance products as part of its overall service offering to clients to ensure their complete financial picture may be reviewed and/or addressed. While these third-party providers are independent of and unaffiliated with TIM, a conflict of interest exists, in the form of an indirect economic benefit or additional compensation may be earned by TIM and/or the third-party. Clients are under no obligation to engage any third-party referral. TIM seeks to ensure that all such engagements proceed in its clients’ best interests.

Financial Planning
For airlines that can pull fees directly from their employer sponsored plan. It is designed for clients who need a comprehensive investment management program. People interested in this program might be just starting out with their retirement savings program or are at a stage where they don’t need more services like financial planning.
Retirement Planning
A comprehensive retirement planning solution and requires that fees can be pulled directly from an employer sponsored plan. This package is for anyone that wants to know “Am I going to make it?” and desires more personal attention and contact. It’s highly recommended for investors in the retirement “red zone” – 10 years before retirement, typically 55 and older.
Annuities
Insurance can play an important part in a person’s financial plan. While you are younger, you must ensure that your family is taken care of in case you are not there to provide for them. As you approach retirement, insurance needs change. Are annuities an appropriate tool for income and protection ? Do you need to cover a spouse because you decide to take a certain type of pension election? Can you reduce your coverage because the kids are on their own? What about long-term care insurance? These are questions that can be answered by our insurance consultant.
Long Term Care
Stay well-informed with clear, concise, timely articles on a wide range of topics, from investments and the markets to health savings accounts and long term care.
Asset Management
Total Investment Management, Inc. is a Registered Investment Advisor founded in 1991 by former military and commercial pilots John E. Foster II and James Hughes under the original name, HFG Asset Allocation Service. The name was later changed in 1998 to Total Investment Management, Inc. (TIM) to better reflect the growing services we were providing to aviation professionals. Since 1998, the firm has evolved into a full service financial advisory firm. In 2008, TIM decided to become a true fiduciary of clients’ assets by becoming a nationally registered investment advisor. We believe the RIA structure is the most transparent way for an investor to work with a financial advisor. This is because registered investment advisors are held to a fiduciary standard and collect their revenue based mainly on fees and not commissions.

View All Services

Provided by