Services

Southwest Florida Advocates was created with the needs and concerns of retirees and their families in mind. Because financial matters at this stage of life can often be confusing, we regularly come alongside retirees and their families by providing personalized financial guidance, estate planning services, and a variety of fiduciary services. In so doing, we focus on the unique, personal concerns of individuals like you, with no obligation whatsoever on your part.

Our commitment is to respect each individual’s personal priorities. Your goals are our goals. Consequently, for any of your financial challenges – large or small – we strive to clarify your thoughts, simplify your decisions, and help you make wise choices. When possible, we seek to work with your current team of advisors which may include tax and legal advisors, stockbrokers, bankers, and other professionals.

Trustee or Successor Trustee

Serving you in your time of need by following the directives of your revocable living trust.

Personal Representative

Named in your Last Will and Testament to administrate your estate. Sometimes this is known as “executor.”

Attorney-in-Fact

This is the person granted legal authority through a Durable Power of Attorney. It is a position of significant responsibility and requires the attorney-in-fact to always act in the best interests of the grantor of the power.

Curator Services

If there is a pending dispute over who should be appointed as personal representative, the probate court may appoint a curator until a specific personal representative is appointed. A curator is essentially someone neutral who is appointed to temporarily administer an estate. Many probate attorneys request that a curator be appointed while there is a pending dispute over the qualifications of a currently-appointed personal representative. If you need a neutral party to temporarily administer an estate, please consider our services.

Bill Pay Services

Are you finding it more difficult to keep up with all the day to day management of your financial affairs? We offer personally customized services to see that your bills are paid on time and confidentially. Tailored to meet your needs, you can relax knowing your bills are paid, your account is balanced and forms are made ready for your tax accountant at year's end.

Consultative Services

Sometimes you just need someone to talk to about issues related to retirement, aging, and the important decisions you must make along the way. An experienced consultant, Tim is very aware of the challenges seniors face and can be a resource for many of the decisions you and your family must make.

Professional Guardian Services

Tim is a Florida registered guardian. Tim is an experienced servant, with a strong sense of integrity and a commitment to work for the highest possible quality of life for his clients.

Areas to use us as a resource would include:

Comprehensive financial planning.
Pre-retirement and retirement planning.
Estate plan design.
Consultations about Advance directives – Advance directives are legal documents that designate future healthcare choices or name someone to speak on your behalf if you are unable.
Generational gifting plans.
Counsel with regard to senior living alternatives and local Continuing Care Retirement Communities.
Philanthropic Counsel. Tim is also a Chartered Advisor in Philanthropy. Many turn to him for advice on how to incorporate their charitable giving plans into their overall financial and estate plans.
Referrals to local professionals – attorneys, accountants, financial advisors.

Please note – Having an experienced financial planner on your team is a significant plus. If called on to interact with your current advisors when serving as your trustee or attorney-in-fact, Tim is capable of jumping right into complex financial discussions on your behalf. However, we sell no insurance or investment products. Financial planning conversations are purely planning in nature and you will receive no pressure whatsoever to purchase products or invest through us because we don’t do that.

"Tim cares for the most minute details. He does so quickly and with professional style."

Bud Kent, Client

"Thanks again for helping us sort through everything and giving us hope for retirement! You paved the way for us and it has made a big difference in our peace of mind!"

Randy and Kathleen Williamson, Clients