It’s Your Retirement.

We Can Help You Make the Most of It

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MEET YOUR GUIDE

Timothy T. Van Houten, IAR, NSSA Founder & President

Tim is a seasoned financial advisor fiduciary with over 30 years of experience helping couples and individuals in creating sound, secure, and efficient retirement income strategies. His commitment to client success and his ability to connect on a personal level helps ensure every client receives exceptional guidance tailored to their specific needs.

Tim believes a hugely important key to a successful retirement is both a paradigm shift in thinking and overall strategy. He emphasizes the importance of helping people address the various retirement related risks to feel more confident in their future. His clients appreciate his ability to break down complex issues into simple terms they can better understand.

With a bachelor's degree from Arizona State University, Tim has built a career based on retirement income, preservation, safe growth, and tax-reduction strategies. In addition to being a licensed fiduciary (IAR), Tim is also a National Social Security Advisor (NSSA). His experience and approach to addressing retirement-specific challenges has landed him recognition by major news outlets such as ABC, CBS, NBC and FOX.

When not helping clients, Tim enjoys spending time with family, friends, and his golden retriever, Grady. He enjoys simple pleasures like long walks in his neighborhood, fine dining (particularly at steakhouses), and getaways to San Diego. Tim's faith is very important to him, and he's committed to his ongoing spiritual journey.

Our Team