Tim has been providing financial education and proven strategies to thousands of clients since 2005.They all speak highly of his integrity, honesty, and skilled knowledge. He strives to provide all his clients with the necessary financial and insurance planning tools to insure against any unexpected future life event. This proactive approach makes sure that existing and future generations will inherit a sense of financial stability.
Tim and his wife Judy have been blessed with 37 years of marriage and reside in the Raleigh, NC metro area. They have two amazing children, a son and daughter, along with six precious grandchildren. Prior to his financial advisory and insurance career, he and his wife owned multiple highly successful businesses in real estate, retail, and a wholesale distribution company. His life balance is built around his faith, family, friends and the lifelong relationships he has forged with his clients over the years. When he is not meeting with clients, Tim enjoys spending time relaxing with his family, attending church functions, golfing, lifting weights at the gym, and playing in softball leagues.
At the initial discovery meeting, he seeks to gain an in-depth understanding about each client’s financial needs, current insurance coverages, and personal retirement goals. After the initial fact gathering meeting, he will then perform an extensive analysis in order to provide the ideal outcome and accomplish the desired retirement goals. He utilizes his expert knowledge and numerous licensed certifications to help provide the families and businesses he serves with innovative financial strategies and sound solutions. His well designed plans will result in financial clarity, security, and peace of mind for you, the client.
He and his team of experts welcome the opportunity to earn the trust of anyone looking for assistance with:
- Qualified Plan Rollovers(IRA,401K,403b, 457 and TSP)
- Pension Maximization
- In-Service Distributions(post age 59 ½)
- Long Term Care Protection/Planning
- Asset Protection Growth With No Market Risks
- Guaranteed Lifetime Retirement Income Planning
- Tax Free Income Strategies
- Life Insurance(GUL, IUL, Whole Life, Term)
- Family Legacy Planning
- Medicare Supplemental Insurance, Part D, or MAPD
- Social Security Maximization
- Dental/Vision Plans
- Short Term/Home Health Care Plans
Once you personally schedule a meeting with Tim, you too will have a much better idea of how he can help you address any of the issues you have concerns about along with the best solutions to give you the peace of mind you innately deserve.
Testimonials
“My wife and I have entrusted Tim for 19 years and counting with both our retirement planning and insurance needs. His down to earth approach with us has truly been a blessing and educational experience. He is now one of my dearest friends. We both would recommend him to anyone looking for advice with their retirement investments and/or insurance needs.”
Jimmy and Bonnie King
“Trustworthy, humble, genuine, and incredibly knowledgeable regarding all complexities of retirement. The fact that he is a Certified Financial Fiduciary is why I chose him initially to help me navigate my exit from corporate America. My experience working with him has been tremendously rewarding. I am a very happy client.”
Judy Phillips
“As an ex-military veteran and retired postal worker, I had previously met with several advisors prior to working with Tim. He was the first one who wanted to get to know me before getting to know my money. That was very important to me. It set him apart from all the rest along with his in-depth knowledge of how to accomplish my financial goals.”
William Duke
“After my husband passed away, I was lost due to the fact that he always managed our finances. Tim is the only advisor who has taken the time needed to help me better understand my finances in regards to how to better maximize my returns while providing 100% safety of my principal. Through his efforts, I now have a guaranteed monthly income that will last throughout my lifetime. I thank God every day for bringing him into my life at such a difficult time. Linda Worrell
Tim has been instrumental in giving me financial and retirement peace of mind. He never tried to sell me anything like previous advisors I have used in the past. He listened to me tell him my concerns first, then he devised a planned illustration to address each one. I am grateful to say he is now both my advisor and friend.”
Judy Mcgee
“My husband and I have been clients with Tim ever since we retired. He helped us by showing us all of our Medicare options and enrolled us in the plan with the lowest premiums for both our healthcare and prescription drugs. He also showed us how to maximize our retirement pensions above and beyond what we would have gotten had we simply accepted our company payouts. We are so thankful and appreciative of his professionalism and willingness to be available when the need arises.”
Alex and Fran Kraft
