Tim Hart Founder | CEO
“It’s never too soon to put a proper plan in place.”
When Tim's grandfather passed away, he quickly realized how complicated and complex dealing with a loved one's estate could be. During a time when his family should have been focused on supporting one another while grieving the loss of their beloved grandfather, Tim’s family was stuck dealing with legal and financial complications that could have been avoided. From that moment, Tim knew he wanted to help other families avoid similar heartache during an already-difficult time.
Check Your Financial Pulse
Our Financial H.E.A.R.T. Beat process connects the different areas of your financial life to create a strong, steady strategy to help ensure you live a retirement you love.
Discover
Schedule a meeting where you’ll share your goals and dreams so we fully understand your vision for retirement.
Evaluate
With your goals in mind, our Financial H.E.A.R.T. Beat will help determine your retirement needs.
Live
While you enjoy retirement, we’ll regularly monitor your plan to help you stay on track for as long as you live.
You Get an Extra 2,000 Hours a Year in Retirement
How will you spend it? Download our free guide to discover six secrets on how you can spend your time to help cultivate happiness and a retirement well lived. Within these pages, you’ll learn:
- How lacking one simple thing could make you twice as likely to die
- The importance of keeping your brain alert
- Why some people go back to work
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom retirement income strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Attend a Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies and more.
Check back soon for upcoming events!
Attend a Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies and more.