Estate Planning
Tim Long is a retired Army aviator with 22 years of service, flying both airplanes and helicopters on missions across the globe. Throughout his career, including over a dozen deployments, he gained firsthand experience in high-stakes environments, emphasizing the importance of preparation, resilience, and strategic planning. In the final eight years of his military service, he specialized in special operations, honing his skills in risk mitigation and high-pressure decision-making.
Now, as a dedicated financial professional, Tim leverages his extensive background to assist high-net-worth individuals and families in navigating complex financial landscapes. With over a decade of experience supporting affluent clients, he provides tailored solutions for wealth management, retirement planning, and legacy preservation. His vast network of financial and insurance partnerships, combined with his problem-solving expertise, ensures his clients receive comprehensive and personalized strategies.
A committed husband and father of four, Tim applies the discipline, strategic mindset, and attention to detail developed through his military career to help clients secure their future and protect their families’ health, wealth, and security. His unique combination of military precision and financial acumen makes him a trusted partner in achieving long-term success.