Tim Medley
Financial Advisor and Consultant Life Insurance Consultant Boy Authouized Insurance Advisor @Safe Harbor Strategic Insurance Llc
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WORK HISTORY
Financial Advisor and Consultant Life Insurance Consultant Boy Authouized Insurance Advisor @Safe Harbor Strategic Insurance Llc
I issue specially designed life insurance policies that allow the policy owner to enjoy the living benefit of the insurance and not just leave a death benefit for their loved ones.
EDUCATION
Real Estate School of Charleston
License, Real Estate
The Ohio State University Fisher College of Business
Bachelor of Science, Finance, Accounting, Economics
Westland High School
Diploma, CP and AP courses
Morton Learning Center
FINRA Series 6 License, Variable Annuities, Mutual Funds, 401(k)'s, & IRA's
Morton Learning Center
Life, Health & Variable Products Insurance License, Whole Life Insurance, Term Life Insurance, Health Insurance, & Various Annuities
SKILLS
ABOUT TIM MEDLEY
After working my way through college, I graduated from The Ohio State University\'s Max M. Fisher College of Business in 2007 with a major in Finance and minor in accounting.I am life insurance and securities licensed in the state of Ohio and have been working with money and managing various types of investments including stocks, options, futures, Forex, and real estate since 1994. Using my education and experience I teach people how to incorporate strategically and specially designed life insurance policies, and low risk investments with generous upside potential into their overall portfolio of financial products.Cash value life insurance is a great place to accumulate wealth safely in turbulent financial markets.These specially designed life insurance policies are also one of the last planning tools that can be used to provide tax-free retirement income.As part of the Genwealth Financial Network, one of the most successful independent financial advising teams in the Columbus area, I was able to offer my clients access to strategies and concepts that most financial advisors know little if anything about.We successfully put together a team of highly accomplished and capable professionals that each brought a unique and diverse set of skills to our clients. I\'m doing the same thing in Charleston. I am a creative and trusted financial advisor who believes in treating people with respect, honesty, and the highest level of integrity.My goal is to reach as many families as I can and share these concepts and strategies with them in order to enrich their lives.I am also striving to expand my professional network and I have created a local networking group called The O.T.H.E.R. Group of Charleston, SC. Our membership is growing daily. If you live or work in the Charleston, SC area but are from Ohio, I welcome you to join our group and my professional network.I can be reached via email at t••••••••@gmail.com
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