Know Your Story®
Track: Industry Partners
Join this session to learn how the principals of WealthPoint Financial have successfully helped entrepreneurs go from making big decisions to great decisions. In their model, Know Your Story®, WealthPoint looks at both the full life cycle of issues and the full spectrum of options in three realms: numerical, operational and relational. The result? Transforming the traditional planning process into a decision making process. You’ll leave this session with a new strategy to help entrepreneurs plan the way they think!
Tim helps member firms execute sophisticated advanced wealth transfer plans by consulting with clients and centers of influence and discussing legal strategies. He also keeps members up to date on the life insurance industry at large. Tim has been an estate planning attorney for over 25 years and has over 16 years of experience in the insurance industry designing creative, innovative and tax-efficient estate and insurance plans to meet clients’ complex needs and desires. He’s an accomplished public speaker and has spoken at numerous life insurance industry meetings in the U.S. and Canada. Before joining PartnersFinancial, Tim was a founding principal of ABM LLP, an advanced markets consulting firm. He was also associate counsel and assistant vice president with John Hancock Life Insurance Company for 10 years. At ABM and John Hancock, Tim provided estate and business planning consultation to life insurance professionals, attorneys, CPAs and other advisors. He’s consulted on cases for clients with estates ranging from a few million dollars to a billion dollars. Before entering the insurance industry, Tim was in private practice in Boston specializing in tax and estate planning. He earned his bachelor’s in economics from Cornell and his Juris Doctor from Syracuse University.
As a partner at WealthPoint, Tim provides his clients consultation on family business, wealth transfer, management succession planning, and owner exit strategies. Tim joined WealthPoint at the end of 2010 through the merger of Liquidity Partners, a firm he co-founded in 2006.
Tim has 20 years of experience building a family owned 2nd generation product and equipment distribution company into a $65 million company that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of his business to a fortune 500 company.
Working primarily with business owners and their families who have a large percentage of their net worth in the value of their businesses, Tim’s work at WealthPoint focuses on ultimate life goals and how to plan for wealth transfers in the most tax-efficient and profitable manner. This comprehensive approach integrates the business owner’s personal and business balance sheet allowing them to focus on their business while we concentrate on building and implementing a plan for achieving their goals.
Tim moved to Arizona in 1977 to attend Arizona State University and has called Phoenix home ever since. Married with two children, Tim spends his free time with his family and friends. He is an avid baseball fan, musician and loves to contribute time helping others.