Broker Check
Timothy J. Martin | CFP®, ChSNC

Timothy J. Martin | CFP®, ChSNC

Owner/Financial Advisor

As a Certified Financial Planner Practitioner ® and lead advisor at Planned Financial Services, LLC, Tim Martin understands that planning for the future isn’t always the easiest task. But through faith, optimism, and the ability to see opportunity in any challenge, he’s helped his clients navigate through the noise of confusing financial opinions to achieve their financial goals clearly and comprehensively.

A former college athlete turned financial services professional, Tim helps coach his clients toward successfully reaching goals they’ve planned together—whether it’s a comfortable retirement, a child's college education or a once-in-a-lifetime vacation. An entrepreneur at heart, Tim opened his own practice after college and helped local educators before merging with Planned Financial Services, LLC in 2008.

Paired with a psychology degree from Hillsdale College, his work as a financial planner goes beyond providing clients with one-time advice.  He believes in a holistic, people-first approach to financial planning that builds dynamic, long-term partnerships with clients and their families for years to come.

Tim also holds a Chartered Special Needs Consultant designation and is well-versed in estate and tax planning concepts, special needs trusts, government programs and financial planning for small businesses.

After moving to Clarkston in 2006 to build a life for his wife and two children, Tim’s people-first philosophy has made him a trusted and well-known fixture in his community.   Serving as President of the Clarkston Area of Chamber of Commerce and as board member for nearly a decade, he has proven that he is a valuable advocate for small business owners in the community.

He has also served as a MassMutual Agent’s Association committee member, board member for Disaster Relief at Work (DRAW), in addition to being a team sponsor for Independence Township Buddy Basketball and supporter of Clarkston SCAMP, a summer camp for children with special needs. 

A lifelong athlete, Tim keeps active through competitive cycling, golfing, as well as playing and coaching basketball.  When he’s not training for a race, he enjoys hunting, fishing, camping, and spending time outdoors with his family.

 

Timothy Martin is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC.  Supervisory Office: 3000 Town Center, Suite 3100, Southfield , MI 48075-1102, Phone: (248) 357-7600. CRN202701-5737136