Bryan D. Hancock| CFP®, ChFC®, MBA
Timberchase Financial, LLC
- Fee Only Wealth Management
- Women in Transition
Hoover, AL 35242
Bend, OR 97702
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bryan Hancock is a fee-only financial planner serving successful families in the Southeast, and in Oregon.
Bryan has a B.S. in Business from Samford University and an MBA from the University of Alabama, Birmingham. He holds the Chartered Financial Consultant designation and is a Certified Financial Planner® professional. He is a graduate of the Financial Planning Association's Residency Program at DePaul University in Chicago, a member of the National Association of Personal Financial Advisors (an association of fee-only professionals), and a member of the Estate Planning Council of Birmingham.
He considers it an honor to develop a deep working relationship with his clients, to empower them to realize their full potential, to guide them toward the resolution of complex issues, and to support their financial goals and charitable interests.
Timberchase Financial offers wealth management, including investment management, financial planning, tax mitigation, asset protection, and charitable giving. We use a consultative process with you and our team of experts.
We are committed to excellence. We believe in asset class investing, a methodical approach grounded in academic research, with an eye on tax efficiency and low investment expenses. Our estate planning advice is given in collaboration with your estate planning attorney or one of the attorneys on our panel of experts. Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship. We coordinate an insurance plan in conjunction with outside agents, so that you get only what you need, for less. Because we do not sell products or accept commissions, you can be assured that our product recommendations are based only on your needs.
The clients with whom we work often hold preservation of wealth as their first financial priority but also want to minimize taxes, plan for the transfer of their wealth on their terms, and make an impact on others through charitable giving. They desire to educate and empower those they love, that they may be wise stewards of their resources. We assist in these efforts, so your wealth can serve a greater purpose. As a completely independent firm, all of our efforts are focused on your goals. As a fiduciary, we act on your behalf. Being a fee-only firm creates a pristine relationship with you that is free from conflicts of interest.