(858) 268-7092
Locate a Speaker
Tim Sullivan
55105 Van Dyke Ave.
Shelby Township, MI 48316
Other States Served: OH, PA, IN, IL
Financial, Insurance, Other
Workshops Offered:
Estate Planning, Exploring Your Options for a Quality Retirement, Getting Your Financial House in Order, Is a Roth IRA Right for You, Life Insurance and You, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Taking Control of Your Cash - Eliminating Debt
About Me:
Founder and CEO Tim decided to venture into the independent Insurance market and start his own company. He formed Strategic Wealth Insurance Group, Inc. He also formed his own RIA, Strategic Wealth Advisors Group, Inc. He has a passion for his profession that is evident to everyone he meets. When creating Strategic Wealth Advisors Group, Inc, his mission was to provide personalized, high quality financial services for a diverse group of clients at all income levels. His goal is to provide his clients with the highest level of customer service and dedicate his resources to meet their needs and earn their trust. He creates personalized plans aimed at helping his clients reach their financial and retirement goals. Tim is also the author of a book titled: STRATEGIC WEALTH: A Tactical and Practical Guide To Winning In Retirement.

As representative financial professional, his credentials include Michigan Life and Health Insurance licenses, and a Series 65 securities license. He also has his Insurance Licenses in Pennsylvania, Indiana, Ohio, Illinois, Arkansas, Kansas and Missouri.

In addition to spending time with his two children, you can frequently find Tim exercising at Level Fitness. Other hobbies include playing golf, softball, watching his kids play their sports and traveling with his family.

Tim was the host of a radio show called “Financially Tuned” which aired on WDTK 101.5 FM and 1400 AM out of Detroit, MI.

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>