Fee-only for all investments; commissions possible on insurance products
HOUSEHOLD INCOME MINIMUM
Investable Asset Minimum
Timothy Sobolewski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Financial Planning Center in Amherst, NY and the surrounding communities.
Financial Advisor Overview
The Financial Planning Center offers comprehensive fee-only financial planning and/or investment management for investors of all sizes; we have no account minimums. We do not propose to be "wealth managers" for the rich, but are focused instead on the needs ofthe middle class client. We do not accept commissions on investment products; we manage investments on a fee-only basis. Our financial planning services are available separately from our investment management services. We are insurance licensed, so that we are able to better and more comprehensively serve the client's needs.
We hold ourselves to a strict fiduciary standard, meaning that we will always place your financial interests above our own; this goes beyond the suitability standard that many stockbrokers and financial advisors might follow, and is what the CFP Board of Standards demands of its practitioners.
The President of the Financial Planning Center, Tim Sobolewski, is a CFP® professional who has qualified for several securities and supervisory licenses (Series 7, 9, 10, 23 and 66), but now uses an exclusively fee-based model for all investments. He is licensed in New York for life, health and disability insurance, and is a state-certified agent with the New York State Partnership for Long Term Care. He qualified for the Certification in Long Term Care, and has done extensive work with elderly clients and their families. Tim recently wrote a course on Estate Planning for a CFP® Certification Education program, and teaches in the CFP® certification program.
He is a member of the Financial Planning Counselors of Western New York and the Financial Planning Association. He has also served on the boards of Literacy Volunteers Buffalo/Niagara, the Amherst Senior Citizens Foundation, the Permanent Chair of Polish Culture at Canisius College, the Alumni Representative Committee of Columbia College, and has served on the marketing committee of the Buffalo Philharmonic.
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