Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Tim Price
PRESIDENT AND CO-FOUNDER
Tim is a seasoned financial professional specializing in tax and income strategies, as well as asset protection. With expertise in tax laws and regulations, he helps clients minimize their tax burden through tailored advice and informed decision-making. Tim also excels in designing income strategies, optimizing cash flow and maximizing returns. His focus on asset protection ensures clients’ long-term financial security through trusts, estate planning, insurance, and legal structures. Known for his professionalism and integrity, Tim builds lasting relationships based on trust and open communication. Clients rely on his comprehensive knowledge to navigate complex financial landscapes and safeguard their assets effectively