Tim Accurso is going on his 10th year in the Financial Services industry. In addition to serving on the Investment Advisory Committee (IAC), he splits his time working with plan sponsors to optimize their employee engagement and understanding of their company’s retirement plan, as well as focusing solely on high net worth individuals on asset strategy and income implementation.

Many of Tim’s private clients have either sold a business, or are intending to sell a business, and are working on their next steps either in retirement or new endeavors. Tim helps those clients to be thoughtful about how to supplement their income, as well as structure their investments in a deliberate and flexible manner.

Many of Tim’s retirement plan clients have a need to engage their employees in unique ways to drive interest and understanding in their company benefit. In addition, they have a need for added focus on plan design and Fiduciary Support to achieve good outcomes.

Tim works to be able to spend time with his beautiful wife April and daughter Loriana, and sometimes play golf. OK, maybe more than sometimes. He lives in Lee’s Summit, Missouri.

Tim holds his Series 66, and Life and Health Licenses. In addition, he is an Accredited Investment Fiduciary (AIF®).

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