Meet Mr. Tim Money

For over 30 years, Tim Money has been a trusted independent agent dedicated to providing clients with financial solutions tailored to their unique needs. As an independent advisor, Tim brings the advantage of choice—offering access to a range of highly rated companies to help clients compare options and make informed, confident decisions about their future.

Tim’s approach is simple: he takes the time to listen, understand your financial goals, and guide you through the options that best fit your needs. Licensed by the State of Texas, with additional certifications in New Mexico, Kansas, and Oklahoma, Tim serves clients across the region from his offices in Amarillo and Lubbock.

With a broad client base that includes professionals such as bankers, attorneys, ranchers, physicians, and business owners, Tim specializes in helping those aged 55 and up navigate the complexities of pre-retirement and retirement planning. His expertise empowers clients to secure their portfolios using the latest index and fixed rate strategies that support stable, long-term growth.

We invite you to schedule a complimentary consultation with Tim to explore how his personalized, risk-free approach can help protect and grow your wealth. Let us show you the peace of mind that comes with truly informed financial planning.

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Our Services

Retirement Income Strategies for IRAs

How much will you need in retirement? Will you depend on your IRA or simply need to manage RMDs? We can help you manage risk and plan for predictable income.

401k Rollovers

Take control of your retirement funds. There are several events that trigger eligibility. Retirement, changing employment or simply reaching age 59 1/2. We can help you understand your opportunities for full or partial rollovers, including In-Service Rollovers.

TSP Conversion

Government employees have greatly benefited from Thrift Savings Plan. Today you have more options than ever before. Individual funds G F C S I and Lifecycle funds may not be the best option when you are ready to retire. Accounts can be rolled over to self directed IRA to gain risk control strategies not available in TSP.

Pension Optimization

Single, Joint, Period Certain, Partial and Lump Sum rollover options can be confusing. If your employer offers a pension at retirement we can help you evaluate and understand your options.