Sample Financial Solutions, LLC
Fee-Only financial planner located in Aurora, CO, serving clients locally and across the country
Tim Sample is a Aurora, CO fee-only financial planner. Sample Financial Solutions, LLC provides comprehensive financial planning and investment management to help families, small business owners and real estate investors build wealth while balalncing the needs of their busienss with their families. As a fee-only, fiduciary, and independent financial advisor, Tim Sample is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Sample is the founder and fee-only financial planner at Sample Financial Solutions in Aurora, CO.
I have a deep passion for entrepreneurship, real estate, and personal wealth management. Through my own financial endeavors, I have been an active equity investor for over 25 years and a real estate investor for over 20 years. My interest in personal finance led me to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
In 2019, I founded Sample Financial Solutions. SFS was established to assist families with their financial goals, build wealth specializing in small business owners and real estate investors. As an independent, fee-only fiduciary financial planner your interests are always put first.
Prior to founding SFS, I had a corporate career working for a Fortune 500 company as a Credit Risk Manager. Working as Credit Risk Manager, I had the opportunity to work extensively with small business owners building relationships, reviewing businesses, and extending credit. During this time, I also obtained an MBA with a focus in finance and accounting.
Born in Oregon but spending most of my childhood in California, I moved to Colorado while in high school. Colorado is my home today. I attended the University of Denver for my undergraduate degree in biology, the University of Colorado for my master’s degree in biomedical sciences, and Regis University for my MBA.
Happily married for the last eight years, I have the privilege of raising two wonderful little girls. In my free time, I serve as a Team Lead for The Dad’s Edge Alliance, play golf, hike, and am actively continuing my weight-loss journey. Currently, I am down 126 pounds from my peak weight, with another forty pounds to go.
Tim Sample is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Working life is no-longer a single-line trajectory towards retirement. Instead of hope and risk, and the ‘set-it an forget-it’ mentality, modern families have the option to working with a fiduciary financial planner that can make their money work for them. This is where our story begins.
At Sample Financial Solutions, we understand the dynamic needs of modern families. We understand that each family is unique, has both short- and long-term financial goals, and have bigger aspirations than just retirement. SFS understands that goals may pivot and change over time. SFS tailors the financial strategy to adapt to the changing needs of your family.
That is why we believe the source of success is relationships. Aligning your life’s goals with your financial future is critical in how you protect your family and celebrate life. Growing your financial wealth is our focus and that allows your personal financial legacy to prosper for generations to come.
We are Sample Financial Solutions: Tailored financial strategy; balanced solutions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Real Estate Investing
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Owners and Executives
- Real Estate Investors
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
- Flat-Fee Financial Plans
- Ongoing Financial Planning
- Assets Under Management
Professional Designations & Affiliations
Tim Sample is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Tim Sample 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.
Tim Sample is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Tim Sample
By Appointment Only
Aurora, CO 80015