As a Certified Financial Planner® with Planned Financial Services, LLC, Tim Martin believes in helping make it happen. Tim's professional mission is to simplify what's overwhelming; to provide knowledge and experience that help his clients make educated decisions about their financial strategies. In a world of loud, confusing multi-media messages full of hype and opinion, Tim provides his clients with a voice of clarity and a comprehensive, integrated action plan to help them achieve financial security.
In Tim's view, all client relationships are long-term. Along with annual portfolio reviews, Tim makes a point of contacting his clients regularly with birthday and holiday greetings, and just to keep in touch. It's important to him to not only keep up with any changes in their lives that could present new planning needs, but also to be a part of their lives as a friend, a neighbor and a local community member. Tim says that his job as a financial advisor is most rewarding when a client reaches a goal that they've planned together – a comfortable retirement, a child's college education or something they've always wanted and saved for, like a once-in-a-lifetime vacation.
Tim was a standout athlete in high school and earned a basketball scholarship to Hillsdale College. His plan for a basketball career was cut short by a knee injury, and with a degree in psychology, he considered athletic counseling. However, Tim found that his career options were quite limited in this field, and when a teammate recommended he look into financial services, he decided this was the career for him.
After opening his practice to provide comprehensive financial planning for individuals and families, Tim soon became the "go-to" person for many area educators – current and retired teachers, and administrators – to work with them on their financial plans. Once he was well established in the industry he merged his practice with Planned Financial Services, LLC. The opportunity to work at a firm with a good reputation and an over 40-year presence in Clarkston, along with an affiliation to a company with over 150 years in financial services was very appealing to Tim, and in keeping with his "make it happen" personality, he quickly became a top advisor and a valued member of the firm.
Tim has become well-known in his community for the high quality service he provides. He's a member of the Board of Directors of the Clarkston Chamber of Commerce, a team sponsor for Independence Township Buddy Basketball, and has become involved with the Clarkston SCAMP summer camp for children with special needs. Having earned the designation of a Chartered Special Needs Consultant, Tim is well-versed in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families.* He has seen first-hand the effect that proper care can have for an individual with disabilities, and the protection the care can provide for that individual's family.
Outside of work, Tim loves spending time with his family – his wife Erin, and two young children. He's still a competitive athlete and keeps in shape with triathlons, playing basketball, golfing, and cycling. He speaks with pride about his father, a minister, who took a sabbatical to ride a bike across the country from Seattle to Bar Harbor. While a trip like that is just a dream to most people, you can bet that if Tim Martin dreams it, he'll make it happen.