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Tim Wood

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Tim Wood, Founder/Broker of SafeMoneyRetirement.com, has a passion to help educate the public about ways to protect their hard-earned retirement from market volatility and losses. He has advised successful professionals, business owners, and high net-worth individuals for over 20 years, and has always had the ability to meet with someone and make them feel comfortable. Tim's goal is to provide a safe, secure and stress-free retirement for his clients. NONE of Tim's client's have ever lost a dollar due to a market downturn because he ONLY deals in fixed products that offer complete protection from losses. This means his clients can sleep well every night, and so can he. He also offers Medicare, Group Health and Life insurance planning. As a Certified Financial Fiduciary®, Tim ALWAYS puts his client's needs first in every situation, ensuring they have the best possible plan in place. This begins with every client by going through a thorough Fact-Finder appointment where the client's current situation is examined in detail to determine the best possible course of action to arrive at their specific desired outcome. Then the clients are thoroughly educated about the products and companies that fit their specific situation before proceeding. Tim is also a chapter president with American Financial Education Alliance (AFEA) where he teaches financial education to the public. You can register for one of his classes at. Tim is originally from Orlando, FL. After attending Valencia College in Orlando, he worked for the Walt Disney Company at the Magic Kingdom as an audio technician for shows and events for 6 years. When Tim left Disney he worked for the Cox Radio Group in Orlando for several years before founding CyberStorm Technologies, Inc. Tim moved his family to the mountains of Tennessee in 2007 and continued to be very successful in his radio and consulting careers, founding The Plan Advisor in 2017 in order to offer ALL of the Safe-Money Retirement products available in the market to his clients as an independent advisor. Being fully independent, he works solely in the best interests of his clients, not the insurance companies. Tim and his beautiful wife Melissa live in Johnson City, TN and have been married for over 25 years. They have one daughter currently attending college. As the weekly host of Safe Money Retirement Radio (www.SafeMoneyRetirementRadio.com) on-air show and podcast, Tim focuses on providing retirement strategies and solutions that explore ways to protect retirement money, increase income, and protect against potential market losses and economic volatility. He also brings into focus potential health circumstances, taxes, and those unforeseen situations that can be devastating to principal assets in retirement. Tim enjoys fishing, hiking and golf and is an avid college football and basketball fan. Tim and his wife enjoy traveling together and "get away" as often as possible. "As an independent broker/advisor and a Certified Financial Fiduciary®, I am able to provide for my family and make decisions in the best interests of my clients, not some insurance company. From the initial fact finder appointment to finding the best option to transferring funds, I keep things transparent and pressure-free." - Tim

Professional Experiences

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Professional Licenses

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Certified Financial Fiduciary ®

Education

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