CFP®, ChFC®, MBA
Timberchase Financial, LLC
Fee-Only Financial Planner Serving Physicians, Widows and Divorcees in the Birmingham, Alabama and Bend, Oregon areas, and American Expatriates Worldwide
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.
Bryan Hancock is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bryan Hancock is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bryan Hancock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Bryan Hancock is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Bryan Hancock
31 Inverness Center Parkway
Hoover, AL 35242
747 SW Mill View Way
Bend, OR 97702