Tim Allen, founder and CEO of Your Retirement Inc is not your typical independent financial advisor. The strategies that Tim has developed puts his clients on a path to a better financial plan and for some, a tax-advantaged retirement. Founded in 2007, Tim’s intended path for his clients covers the following 7 steps:
A 1976 graduate of Trinity International University with a MM in Conducting, Tim answered a call into the ministry as a worship pastor. 29 years later, he felt a new call to minister to people outside of the Church, where his natural enthusiasm and magnetic energy led him to a successful sales career in insurance. His creative strategies in wealth accumulation and distribution often result in respectable rates of return with little or no risk. Most importantly, he will structure plans to give you greater returns while decreasing risk.
One of Tim’s hats is that of Regional Sales Director and Master Teacher for Affordable Health Insurance Agency. He mentors more than 125 agents at AHIA through his weekly “Taco Tuesday” webinars on Health Plans for Seniors as well as those under 65, Final Expense and Pre-Arranged Funeral Plans, Life Insurance strategies, and Long Term Care Insurance. He also is passionate about alternative safe vehicles rather than traditional investments such as real estate or stock markets.
The result has been clients working with a seasoned and skilled advisor who delivers plans that compete extremely well with traditional IRAs, offer a reasonable rate of return, and decrease tax liability on the way. Can you answer yes to any of these statements?