Our Services
Timothy Feldheim believes that helping clients pursue their financial goals can be achieved by listening passionately to help them prioritize their needs and aspirations, and then implementing a comprehensive wealth management strategy comprised of financial planning and customized portfolio management.
As a financial advisor at IHT Wealth Management Tim serves a select group of individuals and families by providing valuable advice and counsel that brings them financial confidence. Whether the outcome is building wealth, deriving income during retirement or preserving or passing along a legacy. Tim is committed to helping clients navigate these challenges to make financial independence a reality.
With 42 years of industry experience, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that empowers them to pursue their goals. Prior to becoming a financial advisor in 2004, he spent 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm.
When Tim is not working with clients, he spends time with his family, including his wife Katie and his six children. He also spends time coaching high school football at Loyola Academy and enjoys a wide variety of sports including, golf, biking, swimming and staying active through general fitness. Tim volunteers his time at Elyssas Mission, a foundation based on suicide prevention among young at-risk students and has previously served on their board.
SERVICES INCLUDE BUT ARE NOT LIMITED TO:
- COLLEGE SAVINGS PROGRAMS, 529 PLANS
- RETIREMENT PLANNING
- FINANCIAL PLANNING STRATEGIES
- 401K PLANS
- TAX SHELTERED PLANS
- CUSTOMIZED PORTFOLIO PLANNING
- LEGACY PLANNING
- TAX MANAGEMENT
- INVESTMENT MANAGEMENT
- ESTATE CONSERVATION
- INSURANCE AND ANNUITY PRODUCTS