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Tim Leith📈 is listed as Founder & President at First Choice Wealth & Retirement. Helping families and businesses reach their financial goals. at First Choice Wealth & Retirement, based in Winter Park, Florida, United States. AeroLeads shows a matched LinkedIn profile for Tim Leith📈.
Tim Leith📈 previously worked as Founder & President at First Choice Wealth & Retirement and Founder & President at Myfrs Guide. Tim Leith📈 studied at University Of Central Florida.
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I’m a passionate & driven financial services professional with 15+ years of experience. My career began in 2006 at one of the largest retirement planning agencies in central Florida where I would go on to become an award-winning 403b representative, helping teachers and other public service employees navigate the Florida Retirement System. I moved on to start MyFRS Guide, a resource for those Florida Retirement System participants with an emphasis on making the most of their DROP, pension & investment plan benefits. With a desire to do even more for my clients, I founded First Choice Wealth & Retirement which takes a holistic team-based approach to wealth management & retirement planning (through strategic partnerships) incorporating legal/estate planning, insurance and tax strategy to preserve the financial integrity of families & businesses. Our services for individuals/ families include:-RETIREMENT INCOME PLANNING-TAX PLANNING-SOCIAL SECURITY PLANNING-HEALTHCARE PLANNING (HEALTH INSURANCE, MEDICARE & LONG-TERM CARE)-WEALTH MANAGEMENT & TRANSFER-ESTATE PLANNING & LEGACY PLANNINGOur services for Businesses/ Business Owners include:-EMPLOYEE RETIREMENT PLANS (401K, PENSION)-GROUP BENEFITS (HEALTH, LIFE, DENTAL, DISABILITY, HSA, HMA)-OWNER-FOCUSED RETIREMENT PLANS (412E)-TAX PLANNING-BUSINESS ENTITY FORMATION-PARTNERSHIP/BUY & SELL AGREEMENTS-KEY PERSON PLANSOver the years, I have helped hundreds of clients put away millions of dollars to secure their retirement but my greatest professional achievement is building client relationships that have lasted over a decade. Feel free to send me a message to see what my team can do for you or your business.
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Winter Park, Florida, US
In the retirement planning space, we put process over products and people over profits. We take a holistic, team-based approach to planning for retirement that leverages core competencies for maximum efficiency. Our strategic partnerships allow for legal (estate) and tax planning to be incorporated into a total retirement plan.
Winter Park, FL, US
We are dedicated to serving public service employees by helping them navigate through the Florida Retirement System and making the most of their benefits. As a resource for FRS Participants, our Benefits Specialists are committed to helping you make the best decisions for your retirement plans. We make sure you understand all of your options and that you.
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Lakewood Ranch, FL, US
An association for independent insurance agents.
Helped Seminole and Orange County Public School Employees plan for their retirements by enrolling them in employer sponsored plans (403b & 457) and helped those clients with their Florida Retirement System benefits such as DROP.
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Tim Leith📈 works for First Choice Wealth & Retirement.
Tim Leith📈 is listed as Founder & President at First Choice Wealth & Retirement. Helping families and businesses reach their financial goals. at First Choice Wealth & Retirement.
Tim Leith📈 is based in Winter Park, Florida, United States while working with First Choice Wealth & Retirement.
Tim Leith📈 has worked for First Choice Wealth & Retirement, Myfrs Guide, Naifa-Florida, National Association Of Professional Agents (Napa), and Retirement Planning Associates.
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Tim Leith📈 studied at University Of Central Florida.
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