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Advisor Profile: Helping Parents Prepare (and Survive!) the College Years

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Tim Meyer, financial advisor at Aspen Creek Financial in Folsom, California.

Tim Meyer is a father of five adult children and for two years in a row, he had four kids all in college at the same time.

One of his children is an aerospace engineer, one is a teacher, and one is a nurse. Tim and his wife have a lot of experience in preparing for and getting through those college years.

Tim knows the importance of preparing financially for your kids’ college education, which is why he is committed to helping his clients prepare (and survive!) the college years, while still keeping their retirement accounts intact.

With over 18 years of experience in financial services Tim is excited to be part of the Aspen Creek Financial team and proudly represents their Folsom, CA location.

He enjoys helping his clients make sure they have the money they need for college, while also saving for retirement because he knows that many parents will end up at the end of their kids’ college years with nothing left for their own retirement, and that’s not a good situation to be in.

Tim also understands that many Baby Boomers may be behind in their retirement savings and need a way to catch up in a tax-efficient manner, which is something he regularly helps clients do.

“Tax free cash flow goes a lot further in today’s tax environment and is likely to be even more important in the future,” said Tim. “It requires some long term planning though.”

Prior to being a financial advisor, Tim worked as a mechanical engineer in the high tech and semiconductor industries for 13 years, working in the Bay Area.

He describes himself as a “dot com refugee,” which kickstarted his transition into financial services. But, he said that toward the end of his tech career he had been working more on the sales side of things, working with clients.

“It was a natural transition for me from tech to financial services because I’ve always been analytical, but I also like helping and working with people,” Tim said.

Tim and his family moved to Folsom in 2000 and have lived in the area ever since. He grew up on the East Coast and graduated from Union College.

He is also an avid runner who enjoys trail running and ultramarathons. He loves getting out on the trails in the Folsom area and along the American River. He recently ran a 50 mile course on the Tahoe Rim Trail and he said his longest run was 72 miles.

Tim actively participates in his church, men’s groups, and Bible Study Fellowship.

To learn more about Tim Meyer and how he can help you with your financial and retirement planning, or to schedule an appointment to get your free risk analysis, you can visit the Aspen Creek Financial website.

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