We like to take our time. We like to listen and understand. We’ve based our practice on putting together lifetime financial plans for our clients. You won’t find us making quick judgments. You will find us getting to know you and your situation and taking the lead in making carefully considered decisions about what’s best for your family’s long-term financial security.
So welcome! Take your time and look around our website. There are no fancy gimmicks or shortcuts here, but there is a company that cares deeply about doing what’s best for you and your family.
Paschall & Associates, located in Gastonia, N.C., was founded in 1997 by Tim Paschall, CLU, CFP®. We offer financial planning services to you, your family and your business.
Our services include: personal and business financial planning, personal and business insurance product brokerage, investment product/service brokerage, retirement planning, employee benefit program design and implementation, and educational workshops about various financial planning topics.
Get a Second Opinion About Your Financial Plan
Part of any endeavor, whether manufacturing, technology, accounting, education or investment is the quality review process. We need to ask, “How are we doing?” and “Are we meeting our goals?” Amazingly, many investors do not subject their portfolio or their Advisor to this kind of review. We’d love to share a cup of coffee with you and talk about how we can assist you with the review process. No obligation or pressure. That’s not how we work. Just good coffee, good company and lots of listening.