Founder & CEO
Timothy Fitzwilliams’ passion for helping others stems from his own family’s experience. During his early years, he watched his father struggle with medical issues and insufficient insurance coverage from his military retirement, causing financial strain for the family. The circumstances gave him firsthand knowledge of the importance of good financial planning and inspired him to help others create financial confidence through strategic asset protection. Timothy has more than a decade of experience in the financial services industry and is a Million Dollar Round Table (MDRT) member. A sought-after speaker, Timothy frequently presents informational seminars on tax-free retirement income and Social Security strategies. He is a frequent contributor to a variety of media outlets, including Fortune, CNN Money, Fox News, ABC, CNN, CNBC and the Virginian-Pilot. Timothy holds his life, health and annuities licenses in 10 states, including Virginia, North Carolina and Maryland. A graduate of George Mason University, Tim was invited to study at the University of Oxford and the University of Cambridge before graduating magna cum laude with a Bachelor of Science in economics. Family means everything to Timothy. He and his wife, Corrine, live with their two sons, Timmy and Luke, and Corrine’s mother in Chesapeake, Virginia. Timothy’s mother is also close by in her detached “in-law quarters.” An Eagle Scout, Timothy enjoys spending time leading Cub Scouts, volunteering at his church and participating in taekwondo.