- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Indianapolis, IN 46280
Timothy Woodward is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Tim Woodward is a Financial Planner with Market Street Wealth Management Advisors, LLC. Tim provides technical support for the team in regards to data gathering, statistical modeling and scenario building to develop a comprehensive financial plan for each client. Tim also generates presentations for client meetings and Investment Policy Statements for portfolio management.
Tim graduated with distinction from the University of Michigan where he earned a Master of Business Administration, with an emphasis in Finance, in 2008. Tim also holds a Bachelor of Science in Mechanical Engineering from Purdue University that he completed in 2003.
Tim is a member of the Financial Planning Association of Greater Indiana. In addition, Tim has also completed the CFP® Certification Professional Education Program through the College for Financial Planning in Denver, Colorado. This program includes in-depth study on the topics of Financial Planning, Insurance, Investment Planning, Income Tax Planning, Retirement & Employee Benefits and Estate Planning.
Tim resides in McCordsville, Indiana with his wife, Tanya, and son, Conner. In his spare time Tim enjoys spending time outdoors, boating, cycling and golfing.