Tim Linaugh

Tim Linaugh, CLU is a seasoned financial planner with over 15 years of experience in the industry. With a diverse background and comprehensive training, he has dedicated himself to helping clients achieve their long-term financial goals through customized financial and insurance planning. Tim's approach is centered around regular meetings with clients to review performance, reconfirm goals, and adjust plans as needed.

As a dedicated professional, Tim has a passion for helping families attain financial freedom through asset allocation, custom retirement planning, and multigenerational trust planning. He holds a degree in Business/Economics from the University of California, Santa Barbara, and holds FINRA Series 7 and Series 66 securities registrations, as well as a Certified Life Underwriter designation from the American College and multiple state securities and life and health insurance licenses.

In his personal life, Tim is married to his wife Megan and is the proud father of three beautiful children, Katelyn, Ryan, and Brayden. In his spare time, he enjoys coaching youth sports and participating in golf and other recreational activities. Tim's commitment to his clients and family is unwavering, and he approaches each day with the same level of dedication and professionalism.

Plan for tomorrow, enjoy today with our family and retirement-focused financial planning.