We like to take our time. The cup of coffee we offer on our home page is not a marketing gimmick. It’s truly how we like to meet people and get to know them.

While we offer a second opinion, what we’d really like to do is have a get together and be social. Then, if things go well, we’ll take it from there. Maybe you’ll want a second opinion of your financial situation, maybe you’ll just want another cup of coffee. Either way, we’re in no hurry.

In this day and age when everything happens so fast, we might seem a little old fashioned, but we don’t mind. That’s because we know what works.  What works are some traditional life values we treasure and which we’ve applied to investing for our clients. Those values – honesty, integrity, faithfulness, discipline and simplicity – have served us well for many years both in life and investing our client’s assets.

We know they’ll serve you well, too.  Whenever you’re ready.

Tim Paschall

Timothy T. Paschall

Timothy T. Paschall, CLU, CFP®

Tim Paschall’s focus is on family, faith, community and serving his clients. He is proud to say he lives and works in beautiful Gastonia, North Carolina. In his spare time he loves to take advantage of the surrounding countryside – hiking, backpacking and taking pictures along the way. Tim is very happily married, has two grown children and cherishes time with his extended family. He is an active member of the First Presbyterian Church in Gastonia.

A graduate of North Carolina State University, Tim has over two decades of experience in the the delivery of financial advice and education. He has earned the Certified Financial Planner — CFP® designation from the CFP Board of Standards and the Chartered Life Underwriter designation from The American College.

Tim takes a long-term planning approach with his clients and sees his role as an educator and financial counselor. His goal, and one of his biggest rewards, is to be able to advise multiple generations of the same families as they grow and prosper.


Tim Paschall has been awarded the Certified Financial PlannerTM CFP® designation by the CFP® Board of Standards, indicating that he has met rigorous requirements including: initial and continuing education, examination and experience standards, and adherence to a strict code of ethics and practice standards.

Tim has earned the Certified Financial Planner — CFP® designation from the CFP Board of Standards and the Chartered Life Underwriter designation from The American College.

Tim also was awarded the Chartered Life Underwriter (CLU) designation by The American College, Solomon S. Huebner School.  The CLU designation is the professional credential for persons involved in the life insurance business, indicating that Tim has met the educational, experience, and ethics mandates required to earn the CLU designation.

Since 1996, Tim has been a PACE Qualifier.  The PACE (Professional Achievement in Continuing Education) program for CLUs is administered through the Society of Financial Services Professionals and indicates a high level of commitment to continuing professional education.

Tim is an independent financial professional. He is a fully licensed insurance agent for life, accident, health, Medicare supplement and long-term care insurance.  He is also a licensed investment advisor for stocks, bonds, mutual funds, variable annuities and limited partnerships.  Tim is an investment advisor representative of Investment Advisors, a division of ProEquities, Inc., a registered investment advisory firm.

Professional Memberships:

  • Member, Financial Planning Association
  • Member, Society of Financial Services Professionals

Career History

Graduate of North Carolina State University, Bachelors of Science, 1980
Major in Chemistry, Minor in Math

1980-1986: Milliken & Company, Spartanburg, S.C.
Quality Control Manager, Chemical Division

1986-1990: Motorola Communications & Electronics, Inc., Charlotte, N.C.
Zone Commercial Sales Manager

1990-1993:  MassMutual Life Insurance Company, Charlotte, N.C.
Career Agent

1993-1997: Pension Plans, Inc., Charlotte, N.C. and Gastonia, N.C.
Vice President

1997: Founded Paschall & Associates

Community Involvement

Rotary International

  • Past President and current member, Gastonia East Rotary Club
  • Paul Harris Fellow
  • Four Avenues of Service Award
  • Distinguished Rotarian Award
  • Rotary Foundation Representative-Gastonia East

Gaston Chamber of Commerce

  • Past Director and Executive Board Member, four terms
  • Past Small Business Chair
  • Past Membership Chair
  • First Chair of Quality Council which later became Gaston Together

Western Piedmont Estate Planning Council

  • Past President

Schiele Museum of Natural History

  • Former Board of Trustees Member

First Presbyterian Church, Gastonia

  • Active Member
  • Deacon
  • Elder

Carrie E. and Lena V. Glenn Foundation, Inc.

  • Past Member Board of Directors and Board Chair

Highland School of Technology

  • Academy of Finance, Advisory Board Member
  • PTSO Board -Former Officer, current member