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Tim Robertson, Not All Trusted Advisors Are Built The Same Carter Wilcoxson and Tim James 1:08:39

Episode 17 – Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.

“With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,” Robertson says. “That’s incredibly special.”

As an advisor with both his Series 7 and Series 66 securities licenses, Robertson is qualified to act as a wealth and asset manager, with fiduciary responsibility over his client’s funds. He also carries licenses to advise clients on life/health insurance, annuities, and long-term care. He has also achieved the National Social Security Advisor certificate from the National Social Security Association LLC based in Cincinnati, Ohio.

“We offer clients the security of working with one person and one team,” he says. “With all parties under one roof, we can ensure that our clients are getting the best care. Our full range of financial services includes estate planning so that clients no longer have to face the uncertainty, expense, and inconvenience of dealing with an outside estate planning attorney.”

Providing a complete spectrum of Retirement and estate planning services appeals to both long-standing clients and to new clients, many of whom favor using technology to manage their financial solutions, Robertson says.

“With our digital tools like eStatePlan ™ clients gain control over every phase of their estate plan,” he adds. “The average person changes their estate plan 2.5 times. Gone are the days when they have to pay thousands of dollars for every change. We provide a solution that is faster, more cost efficient and makes sure every phase is completed so clients experience peace of mind.”

Offering the flexibility of face-to-face as well as screen-to-screen consultations is key in today’s evolving social and financial environment, Robertson says.

A life-long Michiganian, Robertson played lacrosse on the University of Detroit team and is a football fan. He is an outdoor sportsman and an advocate for the preservation of our National Parks. He loves to travel and has a goal of visiting every continent.

“I believe in the Golden Rule and in equality for all people,” he says. “A lot of people are under the impression that estate planning is only for millionaires. But it’s actually for everyone who wants to control their own financial future, for themselves and for their loved ones.”

Timothy is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members.

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.