For more than 23 years, Tim Nein has been guiding clients and financial advisors through one of the most important parts of retirement planning—health care. He understands that preparing for medical needs, whether before or after retirement, goes hand-in-hand with financial well-being. By linking health decisions like Medicare and long-term care planning with overall retirement strategies, Tim helps clients feel secure and confident about the future.

Tim’s approach is designed to make the process simple and comfortable. In as little as 15 minutes, he can walk clients through next steps with clarity, ensuring that even complex health and financial topics feel easy to understand. Each plan is tailored to fit individual needs, providing custom solutions that give peace of mind.

Above all, Tim brings enthusiasm and genuine care to every interaction. His passion lies in helping people make smart, confident decisions that lead to rewarding outcomes. With Tim’s guidance, clients find that navigating health and wealth doesn’t have to be overwhelming—it can be clear, manageable, and even enjoyable.