In his personal life, Tim is a devoted husband, proud girl dad, and decibel-screaming sports fanatic. In his professional life, he is a CPA, best-selling author, and fiduciary advisor specializing in tax minimization and risk reduction in retirement.
Tim is a frequent speaker for non-profit organizations providing educational classes on everything from basic financial literacy to advanced tax and estate planning.
In his love affair with sports, Tim has always been drawn to the athletes and teams who exceeded expectations. He noticed that the most talented athletes and teams often didn't win. The consistent winners were the ones who worked harder and were better prepared. The winners weren't surprised by what the opponent threw at them. They changed strategies when needed, but the adjustments were done thoughtfully, not haphazardly or recklessly. "It's clear to me that the same principles apply in the financial world as well as the sports world."
"I've been obsessed with winning the game of retirement for my own family for over three decades, so I understand the concern and angst that comes from wondering if it'll all work out or not. My job is to help each family I talk to have the confidence and peace of mind they crave so they can fully enjoy the retirement they've dreamed about for so long."
Edward (Eddy) Schuh was born and raised in St. Louis, Missouri where his family instilled traditional Midwest values including working hard and treating everyone as they want to be treated. Upon completing his secondary education, Eddy joined and served in the United States Marine Corps which brought him to Southern California. It was his service in the military that gave him the discipline and motivation to achieve any goal.
After the military, Eddy worked as an engineer while simultaneously studying for his degree in Finance at Southern New Hampshire University. In 2016, his dream of owning his own financial services business came true as he founded Inception Financial Services with business partner Ken Taing, CPA. Together they developed the strategies that set Inception Financial Services apart from traditional institutions.
As a Fiduciary Advisor, the core of Eddy’s belief system is based on the foundation of doing what is in the best interest of the client. “If I do not provide my client the best service and provide a plan that is in his/her best interest, not only am I not doing my job, I wouldn’t be able to sleep well at night!” He not only dedicates his professional work to educating clients of the current pitfalls of traditional retirement planning, but he has provided educational classes for Southern California employers to help their teams understand the best, most impactful ways to save for their future.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
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