Five Star award winner Tim McFall

PROFESSIONAL PROFILE

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Tim McFall

CEP^®, CFP^®, ChFC^®

U.S. Capital Strategies, Inc.

520 Kirkland Way

Kirkland, WA 98033

Office: 425-576-1040

Cell: Toll Free 800-287-7915

Tim@MyFinancialCompass.com
www.MyFinancialCompass.com

Professional Approach

There are many capable advisers out there. We know you have a choice. We wish to thank our valued clients who have worked with us for as long as three decades. Find out for yourself why they continue to choose us year after year.

At U.S. Capital Strategies, Inc., we know how to help you navigate your financial future. Our knowledgeable professionals offer a broad range of personalized services delivered in a friendly, comfortable atmosphere.

Many of our clients are fully capable of making their own investment decisions, but have gotten to a point where either their portfolio is too large, or they just don’t have the time needed to keep up with today’s rapidly changing conditions.

At U.S. Capital Strategies, Inc., we help our clients get their valuable time back so they can attend to other important matters in their lives. This is just one reason why our clients have placed their confidence in us since 1985. Learn more by contacting us today for your personal introduction and get a second opinion.

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This award was issued on 2/1/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,339, 260, 8%, 1/1/24, 5/15/23 - 11/30/23; 2023: 2,994, 268, 9%, 1/1/23, 4/18/22 - 10/21/22; 2022: 2,938, 267, 9%, 1/1/22, 5/10/21 - 11/30/21; 2021: 2,938, 284, 10%, 1/1/21, 4/27/20 - 10/30/20; 2020: 2,735, 273, 10%, 1/1/20, 4/1/19 - 11/13/19; 2019: 2,752, 290, 11%, 1/1/19, 4/23/18 - 11/9/18; 2018: 2,452, 266, 11%, 1/1/18, 4/25/17 - 11/6/17; 2017: 1,785, 436, 24%, 12/1/16, 3/26/16 - 11/18/16; 2016: 1,678, 412, 25%, 12/1/15, 5/12/15 - 10/30/15; 2015: 2,023, 530, 26%, 1/1/15, 5/12/14 - 10/30/14; 2014: 2,649, 424, 16%, 3/1/14, 5/12/13 - 10/30/13; 2013: 2,732, 664, 24%, 1/1/13, 5/12/12 - 10/30/12; 2012: 2,697, 682, 25%, 1/1/12, 5/12/11 - 10/30/11.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the Certified financial Planner™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services^SM, Insurance services offered through an Avantax affiliated insurance agency.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.