Our Approach
The Convergence of Health and Wealth: Linking health decisions like Medicare or long-term care planning to financial well-being, especially in retirement planning.
Offering a Clear Solution: In just 15 minutes, he presents a simple, repeatable process for discussing health and wealth comfortably.
Personalized Approach: Custom-fit solutions addressing individual challenges, ensuring clients feel confident and prepared.
Passion for the Work: Enthusiastic about helping clients and advisors with tailored outcomes and rewarding interactions. Feel free to engage Tim in productive discussions on integrating health and wealth into personalized retirement strategies.
STATE LICENSES: Arizona, California, Colorado, Idaho, Montana, Oregon, Texas, Washington, and Wyoming.
Ready to get started?
Our proven process—simple and clear.
For Financial Advisors:
STEP 1: Identify which of your clients are turning 64 this year and/or which clients have taken early retirement.
STEP 2: Make a brief call to your client(s) discussing their healthcare needs and request permission to introduce them to our services.
(Sample phone script can be provided).
STEP 3: Send an introductory email to your client, copying me on the correspondence.
From that point, I will manage the process and keep you informed with progress updates and a summary upon completion. Thank you for your trust. I look forward to assisting as many of your clients as possible.