About Us |
Tim Winders | Retirement Planning Specialist
Tim Winders is a proud parent of 3 amazing children and 2 beautiful grandchildren. Tim grew up in the Sioux City, IA area and now resides in Dakota Dunes, SD. Tim is a second generation licensed insurance representative and has been serving his clients in South Dakota, Iowa, Nebraska, and Minnesota for the past 35 years. His son, Daniel, is a third generation licensed insurance representative. Tim has been involved in all insurance lines and has spent the past 22 years specializing in the areas of life insurance and specifically in the area of safe money retirement.
Tim has enjoyed assisting his clients with safe money concepts as it relates to retirement planning. As an independent agent, he benefits from working with top-rated companies and can offer high-quality products. Over the years, Tim has helped clients protect millions of dollars in retirement assets from market downturns, lock in market gains in up years, and develop strategies for guaranteed lifetime incomes and/or legacy planning. He is licensed in 26 states. Tim enjoys spending time with his children, grandchildren, siblings, playing golf, and riding his Harley in his spare time. He truly admits that he is much better at riding his Harley than he is at playing golf, but truly loves the game of golf. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
MAIN OFFICE
364 E. Pinehurst Trail Dakota Dunes, SD 57049 |
EMAIL
[email protected] |
CALL US
(712) 253-0700 |
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