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CAwealthadvisor

@Rubiconnllc is giving away a Kindle Fire! Been working with them for 3yrs. Great service always reliable. 11:40 AM Dec 8th, 2011 via web
Great article on the "value" or lack there of for Equity Indexed Annuities. http://ow.ly/59Exp Hire an Advisor, not a "sales person"! 11:06 AM Jun 3rd, 2011 via HootSuite
7am and garage sale is set and ready to go. 7:07 AM May 7th, 2011 via HootSuite
Getting ready for a garage sale tomorrow morning. Clothes for kids & adults, kitchen stuff, dishes and more. Come on out http://ow.ly/4Pd3Q 6:28 PM May 6th, 2011 via HootSuite
Good article on why Mutual Funds are not the best option for your money. WSJ article. http://ow.ly/4vmzZ 9:40 AM Apr 7th, 2011 via HootSuite
Are you paying more in tax than you should? GE apparently isn't. That's why they hire professionals. http://ow.ly/4oUpX 9:58 AM Mar 29th, 2011 via HootSuite
Great workshop this week. How to create an amazing client experience for Financial Planners http://bit.ly/dy4aSt What would you like to see? 10:00 AM Feb 12th, 2010 via web
2nd office now official. We're offering financial, investment & taxes in Folsom and now Loomis! greater coverage and client experience! 5:31 PM Feb 1st, 2010 via web
http://bit.ly/Uo96N - The movement to remove commissions and management fees is gaining ground. More professional is a good thing. 10:28 AM Sep 16th, 2009 via TweetDeck
Finally completed w/ client's corp extensions. Now it's time to move onto the individuals. 4:20 PM Sep 14th, 2009 via TweetDeck
Looking into adding GoToMeeting for clients out of area. Any comments? 5:05 PM Aug 24th, 2009 via TweetDeck
Finished two client's tax returns, rebalanced an invst portfolio & review life ins policies. Great day! 5:04 PM Aug 24th, 2009 via TweetDeck
http://bit.ly/x1QbF - The UK's recent ban on commissions to advisors could have a major impact here too!! 4:30 PM Aug 18th, 2009 via TweetDeck
Retooling a client's portfolio to start generating some more income. There's a few strong UIT's, Preferred stocks and closed funds out there 1:39 PM Aug 18th, 2009 via TweetDeck
Just because "Advisors" sit inside the bank, doesn't mean they're actually advising clients. http://bit.ly/vEerO More unsuitable sales!! 12:25 PM Aug 13th, 2009 via TweetDeck
@acapam Does the version you're working with have the "Guest Sharing" feature? 10:12 AM Aug 13th, 2009 via TweetDeck in reply to acapam
@acapam Been using MoneyGuidePro for almost 2yrs, a little labor intense, but high value reports for clients. Pretty easy to work w/. 9:58 AM Aug 13th, 2009 via web in reply to acapam
http://bit.ly/TpYs0 - Disclosure vs transparency in $$ services is a hot topic. I prefer transparency. Again, it's better for the client. 9:17 AM Aug 7th, 2009 via TweetDeck
http://bit.ly/IEtNs - Hopefully the SEC will continue the charge and make Indexed Annuities a registered security. Better for the consumer! 4:14 PM Aug 6th, 2009 via TweetDeck
Off to my BNI meeting. 11:24 AM Aug 5th, 2009 via TweetDeck

Name Tim McGinnis
Location Folsom, CA
Web http://www.ethosf...
Bio Wealth Manager w/ experience in Investments, Life Insurance, Financial Planning, Taxes and Real Estate. Independent Advice built on personal relationships.