perfect timing family wealth

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Perfect Timing is evolving and we want to bring you the latest update. We constantly strive to deliver exceptional service focused on putting you and your family first.  In today’s world, that means addressing all your financial needs in a simple and complete way, under one roof.  In an effort to better articulate our complete service offering, we are re-branding our firm as: Perfect Timing Family Wealth. We think it is best described as: Your Family, One Office, You First™.  

This change will in no way impact the way you have worked with us in the past but instead enhance the services available to you and your family throughout the various stages of your financial life.  This expansion to a holistic family wealth management firm means we can offer you and your family comprehensive professional services and solutions including financial, investment, insurance, retirement, pension and estate planning, along with legal and tax planning from our professional partners. This means we are here to assist you during life changes and adjust your financial plan accordingly.  

“Perfect Timing is committed to serve clients in the best possible way. We have been doing this for over 25 years, and felt it was the right time to refresh our brand and our offerings. We’re very happy to be one of the few independent advisory firms bringing innovation to the industry”. – Paul D. Shirer, Founder and President. 


The main goal of our new site is to act as a resource to empower our clients to make informed financial choices that allow them to grow and protect their wealth with confidence. Some of the features we believe will be of value to you are our blogfinancial calculators and investor online access, to name a few.  

Social Media 

We are also pleased to announce that we are present on the main social media channels. We are constantly updating our content with helpful information, articles, blogs, market commentary and client successes. Our social media accounts are an easy and fun way to interact, stay current and access relevant financial content. Make sure to follow us on FacebookInstagram and Linkedin.   

Access to best-in-class professionals 

Perfect Timing Family Wealth is committed to providing you with the support you need in all aspects of your comprehensive life plan. This means that through us you have access to best-in-class professionals such as accountants, lawyers, realtors and more.  

We are very excited to hear your feedback and are grateful for your continued support in this next phase. Perfect Timing is celebrating its 25th anniversary in 2020 and these changes represent the beginning of our celebrations. 

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