Founder / Wealth Manager
Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping those age 55 and over prepare for and live a rich retirement.
You may recognize Tim as a Financial Educator and Media Commentator or from Proactive Advisor Magazine where he was recently featured in an interview. Perhaps you were a listener to his popular Radio Program "Retirement Matters" that previously aired on 55WKRC and 1360 WSAI. Tim has been leading Financial Education Classes in Cincinnati for over 20 years. Hundreds of area families have benefited from Tim's teachings.
Tim explains his work with retirees this way:
"We would all agree that the needs of a 65 year old are much different than the needs of a 35 year old - and the solutions and strategies need to be different as well. Yet in our industry that may not always be the case."
"When you retire... the money that you have may well be all you will ever have... and if you lose half of it in the market - You can't go back to work another 30 years to make it back. People are living much longer lives and we all need to make smart choices in retirement. We are passionate about helping the families we serve."
What is RetireWise360?
"We have developed and refined a Holistic Process we call RetireWise360 to help address the Comprehensive, Holistic needs of our clients. One of the mistakes I see families make is that their plans aren't coordinated. Sure they have an attorney that did their wills, a tax preparer, maybe a financial planner, and a 401k representative... but often those people have never met. So how can a family know these different planning pieces will work well together? It is up to chance. We coordinate all of this so families can focus on what matters in life."
Tim has a Bachelor of Science Degree in Business, Marketing, and Communications from Wright State University. He holds the Accredited Investment Fiduciary Designation as well as several Securities and Insurance licenses. Tim is also a National Social Security Association Certificate Holder.
Have a question or need help? Click here to begin a conversation.
Timothy A. Wells has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360.
The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation
Timothy A. Wells has achieved National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati. The NSSA certificate promotes advanced Social Security education providing Tim with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.