Services

Take Steps to Take Charge of Your Financial Future

“Your priorities will change over time. I’ll make sure your portfolio reflects those changes.” -Tim Warren

As a lifelong tennis player, Tim knows the right strategy will make a big difference in a close match. This same commitment to strategy is why individuals and business owners look to him to create an individualized plan that minimizes their tax burdens and maximizes their retirement planning and financial future. 

Focusing on the One

When you leap into the world of financial and retirement planning, it can be overwhelming. There are many complex ideas, laws, and market changes to be tuned to. At Channel Islands Tax & Wealth Management, we do the heavy lifting. We help a wide variety of clients from diverse industries. 

Business Owner’s Consultant

Our rare combination of tax, investment, and business planning insight makes us uniquely qualified to help business owners address their individual needs and concerns. 

Without knowledge and proper planning, taxes can erode your profits and drain you of the ability to invest in your future. As a Certified Public Accountant for almost two decades, Tim can show you how to use other investment vehicles to reduce your tax burden, resulting in a better bottom line for you. 

The Ball is in Your Court

Take the first step. Start dreaming about your future and then turn those dreams into reality as you prepare for your next great challenge. Plan your future with an experienced professional who understands the issues you face and has the necessary skills to help you effectively address them.