TK Financial Services is a locally owned, independent financial planning and insurance firm based in Colorado Springs, Colorado. Founded by Tim O’Brien in late 2022, the firm draws on industry experience to help individuals and families work toward their financial goals. Its services include portfolio guidance and planning across key areas of financial life, such as life insurance, retirement, college expenses, and savings.

TK Financial Services takes a holistic approach, considering short-term priorities alongside long-term objectives so that recommendations fit each client’s circumstances. As an independent firm, it says it is not tied to a single provider and does not offer proprietary products, allowing it to identify solutions suited to clients’ needs. The firm emphasizes transparency by explaining its recommendations and disclosing fees, helping clients understand both the reasoning and costs involved.

Prospective clients can request a free, no-obligation consultation to discuss whether the firm is a suitable partner for managing their portfolio and financial plan