Timothy J. Holly, CFP®
Timothy J. Holly has been involved in the financial services industry since 1984. He earned the degree of Bachelor of Arts in Education from the University of Illinois in Chicago and his CFP® professional designation from the International Board of Standards and Practices for CERTIFIED FINANCIAL PLANNERS™ after successfully completing his course of study from the nationally certified College for Financial Planning in Denver, Colorado. CFP® certificants must agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning PracticeStandards. Tim is a registered representative of Securities America, Inc.
Tim has 36 years in the business of being his clients’ trusted advisor and helping simplify their financial lives. He has experience with various market cycles. This experience has allowed Tim to create a disciplined investment process that instills confidence to stay invested during turbulent markets, which maximizes his clients’ wealth potential and success.
When it comes to retirement income, there are three significant risk factors for the retiree: 1) the longevity risk – living too long 2) the market risk – the portfolio running out of money prematurely, and 3) the inflation risk – the inability to maintain purchasing power. A retirement plan must meet these three criteria to be considered a well-crafted plan.
At the core of Tim’s practice is The Income for Life Model™, a credible common sense approach to meeting the personal retirement income challenges of longevity, market risk, and inflation and a strategy for retirement security that’s appropriate for the times we live in. A life-sustaining three-decade retirement income strategy is the central financial planning problem of today.
For more information and to view The Income for Life Model™ video presentation, an investment strategy with a central objective to provide reliable inflation adjusted income that lasts for life, please visit Tim’s websites:
www.firstfinancialstrategies.com or www.tholly.incomeforlifemodel.com
Tim grew up on the South Side of Chicago, the oldest of twelve children. He is a veteran of the United States Army. Proud parents, Tim and his wife, Vicky, have three sons and a daughter and last year welcomed the arrival of their fifth grandchild.