Financial Services Since 1991
Your Retirement Our Focus

7900 Kirkland Court
Portage, MI 49024

FIND A CERTIFIED FINANCIAL PLANNER TO HELP YOU PURSUE YOUR reTIREMENT GOALS

CERTIFIED FINANCIAL PLANNER & ACCOUNTANT

MCAFEE & ASSOCIATES

Certified Public Accountant Icon

Certified Public Accountant CPA®

A Certified Public Accountant® (CPA) is an accounting professional who has passed the uniform CPA examination and met additional state certification, as well as experience requirements. This designation is given to individuals with an expertise in the field of accounting.

Retirement Planning Icon

Certified Financial Planner CFP

The CFP™ identifies to the public that individuals who possess the certification have been authorized to use the CFP™ certification marks and have met rigorous professional standards.

Professional Plan Consultant

Professional Plan Consultant PPC®

The Professional Plan Consultant® (PPC®) Designation Training course teaches advisors a framework for managing a compliant 401(k) plan. 

Client Center

Client Account Logins:

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

McAFEE & ASSOCIATES TEAM

OUR APPROACH

Tim McAfee

Tim McAfee

Tim McAfee is an educated and dedicated LPL Financial Advisor guiding individuals and small business owners through the complexities of investment planning, tax strategies and risk management. Tim graduated from Western Michigan University, with a Bachelors in Business Administration degree with a concentration in accounting and from Grand Valley State University with a Master of Science in Taxation degree. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Professional Plan Consultant (PPC®).

His career has included stints with both national and local CPA firms and prior to opening his own practice was the tax partner of a large local CPA practice. Tim has been involved in the financial services industry for the past 26 years, specializing in pre and post retirement planning. He is married to Sandra, who also serves as his administrative assistant, and they have four adult children and three grandchildren. He enjoys golf, travel, books, wine and family, not necessarily in that order.

Sandra McAfee

Sandra M. McAfee

Sandra M. McAfee is the Administrative Assistant at McAfee & Associates. Prior to joining McAfee & Associates in 2010, Sandy began her career as a registered nurse, after having received her education from Holy Cross School of Nursing in South Bend, Indiana, as a medical and cardiac surgical nurse at Borgess Hospital in Kalamazoo, Michigan. Thereafter, she began her second career as a stay-at-home Mom raising four children.

As her children grew, Sandy returned to nursing as an intake/detox nurse at Community Healing Center, formerly Gateway Villa, a residential substance abuse treatment center. These two careers taught her empathy, patience and a genuine concern for others which are so important in dealing with clients as they approach or are already in retirement.

Questions for Tim?

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Georgia (GA), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), Ohio (OH), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), & Wisconsin (WI). ​

The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.