Certified Financial Fiduciary®/Broker at Keystone Retirement Solutions
Raleigh, North Carolina
Tim Ferguson, Certified Financial Fiduciary®/Broker, is a licensed independent financial professional at Keystone Retirement Solutions in Raleigh, North Carolina with 20+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 919-434-7707
Email: [email protected]
Licensed Independent Financial Professional · 20+ Years Experience · SafeMoney Certified™
Tim Ferguson is a trusted retirement planning professional serving clients throughout Raleigh, North Carolina and the surrounding Triangle area. As a NACFF Certified Financial Fiduciary®, Tim has been providing financial education and proven strategies to thousands of clients since 2005. His clients consistently speak highly of his integrity, honesty, and skilled knowledge in retirement income planning.
Tim strives to provide all his clients with the necessary financial and insurance planning tools to protect against any unexpected future life event. This proactive approach ensures that existing and future generations will inherit a sense of financial stability. His expertise spans annuities, life insurance, Medicare planning, and wealth preservation strategies.
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 wholesale distribution. His life balance is built around his faith, family, friends and the lifelong relationships he has forged with his clients.
At the initial discovery meeting, Tim 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 performs an extensive analysis to provide the ideal outcome and accomplish desired retirement goals.
Schedule a consultation with Tim Ferguson to discover how he can help you achieve peace of mind and a secure retirement in North Carolina.
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Tim Ferguson at Keystone Retirement Solutions offers Fixed Annuities, Indexed Annuities, Life Insurance in Raleigh, North Carolina. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Tim Ferguson is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.