Stan Thims, CFP®
Stan Thims, CFP® is a Certified Financial Professional who has helped people preserve and manage their wealth for over 22 years. Stan is particularly strong in helping people sort through their desires and goals during their working years, helping them set goals and objectives for retirement using a unique customized approach keeping individual wants in mind.
Stan’s planning process revolves around knowing the client’s needs for not only their finances but also other important life events such as businesses, financing homes, health care, inflation, planning for college, supporting their favorite charities, protecting their estates from unnecessary taxes and liability planning.
Growing assets in the right places is important while adjusting for lifestyles, looking further down the road for protecting them from running out of money including unnecessary taxes, liabilities and lawsuits.
Stan resides in North Yarmouth with his wife Janice during the summer months and winters in Naples Florida. His favorite hobbies include golf, kayaking, hiking and fishing.
Stan will meet with you with no obligation to help you understand the benefits you could realize with this customized financial planning approach.
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