In the finance industry for the past 20 years, Tim Jaynes joined ISC in 2011, and brings his experience and expertise of the financial world. Tim's passion began as a founder and CEO of a financial service firm; after selling the firm, he started a consulting business, creating cash management and finance strategies for closely held businesses. Through this involvement with various business owners and families, Tim discovered his true calling was in the area of comprehensive financial planning.
Unveiling the focus of financial planning has given Tim the ability to work with families, individuals, and business owners. Tim has a true talent in designing a plan toward a sound financial future, as he helps his clients to establish their future visions. More importantly, Tim embraces these visions and creates retirement plans, focusing on protecting what his clients have worked diligently to build throughout their lives. Tim's approach to strategizing is both collaborative and comprehensive in nature, as his method focuses on the short and long-term advantages of creating tax efficiencies for his clients.
Specialties: Comprehensive financial planning, Tax planning, Retirement distribution planning, Estate planning, Investment management, Insurance, Employee benefits, Qualified plans, Business succession planning