Timothy P. Murray, Clu Chfc Email & Phone Number

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.

• 

  Saint Michael'S College

  Political Science