Timberland Financial Services
Financial & Investment Planning
Timberland Financial Services partners with Zuk Financial Group and Mueller Insurance & Financial Services, Inc. to provide you with financial and investment planning services designed for your financial life. Access to competent and qualified Financial Services Representatives can be one of the most important resources you can have as an investor in today's ever-changing financial world.
Contact us at 1-800-562-8761 to schedule your no-cost, no-obligation consultation with a Timberland Financial Services representative.
Timberland Financial Services offers investment solutions through a partnership with Zuk Financial Group and Mueller Insurance & Financial Services, Inc. Investment and insurance products are not insured by the FDIC or any other federal government agency. Not a deposit of or guaranteed by Timberland Bank. May lose value.
In Partnership With Mike Mueller and Zuk Financial
As an owner and operator of Mueller Insurance & Financial Services, Inc., Mike Mueller provides a simple, clear approach to financial planning with a focus on long-term financial plans that help navigate life's changes over the years ahead.
As an LPL Investment Advisor Representative, Mike holds series 6, 63, & 65 registrations with LPL Financial, is resident-licensed in Washington State for Life, Health, Disability and LTCI and holds non-resident licenses in eight other states including California. Mike has extensive experience in the employee benefits arena with regards to both employer paid and voluntary benefits including: health, life, dental, disability, indemnity, FSH, HSA and 403(c) plans. Accustomed to small community values, Mike is passionate about building personal relationships with his clients while effectively looking after their financial interests over the long term.
Investment Management Services
Timberland Financial Services investment options are based on your objectives and are matched with the level of risk that you prefer and easy to set up. Taking into consideration your unique investment objectives, time horizon and risk tolerance, we work with you to identify areas of investment opportunity and provide management and ongoing monitoring of your investment portfolio. Our investment platform includes:
- IRA's Traditional and Roth
- 529 College Accounts
- Life Insurance Products
- 403b and 457 Plans
- Trust & Minor Accounts
- Mutual Funds, stocks and bonds
- 401(k) Rollover Services
Financial Planning Services
- Pre & Post Retirement Planning
- Education Funding
- Insurance Analysis
- Estate Planning
- Tax Planning