Timothy P. Murray, Clu Chfc

Timothy P. Murray, Clu Chfc Email and Phone Number

I help Sales Executives reduce financial confusion around job changes and rollovers and help them transition into retirement where they never have to worry about running out of money. @ FirstLine Financial
Timothy P. Murray, Clu Chfc's Location
Scottsdale, Arizona, United States, United States
Timothy P. Murray, Clu Chfc's Contact Details
About Timothy P. Murray, Clu Chfc

As a Financial Sherpa, I help Sales executives to become more educated in retirement planning.My Dad was a sales executive, which is why I have decided to dedicate my career to helping Sales Executives. I do all of this with an educational approach and a comprehensive look at the overall personal goals to help each client build a customized plan that fits their individual needs. My clients come to me when they want help: ✔ Understanding different investment options ✔ With income planning for retirement ✔ Rolling over old 401k accounts ✔ Roth Conversions/ Tax Planning ✔ Insurance needsThe landscape has changed for Sales Executives and my clients are tired of putting all their energy into: ❌ Not knowing what will happen to their 401(k) if the market crashes ❌ Wondering if a Long-Term Care case will wipe out their savings❌ Understanding Medicare and Social Security benefits ❌ How increases in Taxes could impact their retirement plan❌ Will they run out of money in retirementWithin just a few weeks of educating and planning, they’re frequently able to:1. Feel at ease with the concise plan we built together2. Take your goals and concerns and build upon them.3. Feel Like you are the CEO of Your Plan4. Understand all the choices and Options5. Have a completed plan delivered to you.You’re in the business of helping others. You spend the bulk of your time helping others and not nearly enough energy taking care of yourself when it comes to your planning.That’s where I come into play. I am here to help sales executives feel confident in their retirement plans so they can focus on what they do best. If you’re ready to educate yourself on how to feel confident in your retirement plan, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory Virtual Coffee call where we can chat about your specific needs.

Timothy P. Murray, Clu Chfc's Current Company Details
FirstLine Financial

Firstline Financial

View
I help Sales Executives reduce financial confusion around job changes and rollovers and help them transition into retirement where they never have to worry about running out of money.
Timothy P. Murray, Clu Chfc Work Experience Details
  • Firstline Financial
    Senior Financial Planner
    Firstline Financial Mar 2022 - Present
    Scottsdale, Az, Us
    View
  • Copperwood Financial, Inc.
    President
    Copperwood Financial, Inc. Sep 2021 - Oct 2022
    View
  • Corepath Wealth Partners
    Director: Core Path Insurance
    Corepath Wealth Partners Apr 2020 - Sep 2021
    Scottsdale , Az , Us
    View
  • Longevity Funding Solutions
    President
    Longevity Funding Solutions Dec 2014 - Apr 2020
    View
  • Oneamerica
    General Agent, Priority Financial Group Llc, A Oneamerica General Agency
    Oneamerica Jul 2009 - Jul 2013
    Indianapolis, In, Us
    As General Agent I am responsible for the management of financial professionals selling AUL products to individuals and businesses.Our lineup includes fixed and variable life insurance and annuities, asset-based long-term care products, disability income products, retirement services options, employee benefits and a full-service broker dealer through OneAmerica Securities Inc.Note: Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC,. Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies.
    View
  • John Hancock Life Insurance Company (U.S.A.)
    General Agent
    John Hancock Life Insurance Company (U.S.A.) 2002 - 2009
    Boston, Ma, Us
    During my tenure at John Hancock I was responsible for the growth and strategic direction of the local Cincinnati General Agency. I recruited, managed and developed successful producers who focused primarily on retirement plans, estate conservation , financial planning for small businesses, executives, individuals and families, and long term care insurance for individuals and groups.
    View
  • The Guardian Life Insurance Company Of America
    General Agent, Executive Benefits Group A Guardian Life Insurance General Agency
    The Guardian Life Insurance Company Of America 1990 - 2002
    New York , Ny, Us
    As the General Agent for the Executive Benefits Group, a Guardian Life Insurance General Agency, I was responsible for managing agency growth in the Cincinnati marketplace through the recruitment, development and coaching of both inexperienced and seasoned financial professionals.
    View

Timothy P. Murray, Clu Chfc Education Details

  • Saint Michael'S College
    Saint Michael'S College
    Political Science

Frequently Asked Questions about Timothy P. Murray, Clu Chfc

What company does Timothy P. Murray, Clu Chfc work for?

Timothy P. Murray, Clu Chfc works for Firstline Financial

What is Timothy P. Murray, Clu Chfc's role at the current company?

Timothy P. Murray, Clu Chfc's current role is I help Sales Executives reduce financial confusion around job changes and rollovers and help them transition into retirement where they never have to worry about running out of money..

What is Timothy P. Murray, Clu Chfc's email address?

Timothy P. Murray, Clu Chfc's email address is tm****@****goh.com

What is Timothy P. Murray, Clu Chfc's direct phone number?

Timothy P. Murray, Clu Chfc's direct phone number is +151360*****

What schools did Timothy P. Murray, Clu Chfc attend?

Timothy P. Murray, Clu Chfc attended Saint Michael's College.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.