7900 Kirkland Court
Portage, MI 49024
CERTIFIED FINANCIAL PLANNER™ & ACCOUNTANT
MCAFEE & ASSOCIATES
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.
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 PPC®
The Professional Plan Consultant® (PPC®) Designation Training course teaches advisors a framework for managing a compliant 401(k) plan.
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McAFEE & ASSOCIATES TEAM
OUR APPROACH
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 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.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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The Retirement Wealth Management Group, Walters Wealth Advisors, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.
