Tim Carlin Cfp® Author Email & Phone Number

For you as a business owner, often the bulk of your net worth is in your business. Its value is what you depend on monetizing to develop a lifetime income stream and create or preserve a legacy. Monetizing the value of your business - and the time and effort it has taken to make it a successful company - is not a quick, simple or easy process.As a West Point Graduate and retired Army Colonel, I understand the importance of a highly qualified team needed to accomplish your goal. As a Certified Financial Planner CFP® in addition to traditional investment consulting, I offer advanced planning in tax management, cash flow management, transferring wealth effectively through estate planning, and wealth protection through medical planning and transferring risk to the insurance company. Your exit planning team requires the leadership of an experienced, skilled professional. I consider it my responsibility to lead to you and your business in three foundational ways:• Manage the master plan• Guide you with assembling and acting as a liaison between the team members• Serve as a financial confidante with objective, professional third party advice to your familyYour team should include specialists such as your CPA, personal attorney, an estate and M&A attorney, business broker or investment banker, P&C insurance specialists, and other potential partners. Let’s talk – my office can be reached at 913-827-4624.Timothy S Carlin is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and V Wealth are separate entities from LPL Financial.Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or V Wealth and have not been reviewed by LPL Financial as to accuracy or completeness. Insurance licensed in CA # 0F46788 The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Listed skills include Iras, 401K Options, Life Insurance, Mutual Funds, and 13 others.