TIM KELLY

Tim entered the financial services industry in 1981 as a Financial Consultant with a focus on retirement planning for his clients. Soon after, he branded himself as The Vision Coach. He is referred to as The Vision Coach, because it became his passion to understand what truly matters to clients: their goals and aspirations for the lifestyle they want to live and the legacy they wish leave behind. Through collaborative, strategic planning, Tim provides expert guidance and implements customized life insurance and annuity strategies into client’s financial plans that aligns with their unique vision.

With so many strategies and solutions available to clients, in 2001 Tim established Strategic Alliance Wealth Group to be the primary resource for Clients & their trusted Advisors in our area of specialty and expertise. SAWG is built on trust and partnerships with select firms to research, evaluate, and recommend only the very best in class strategies and solutions that integrate into the client’s overall financial plan, enhancing their financial goals and objectives.

Tim has spoken nationally as an advisor on behalf of being a client advocate in implementing quality solutions that are used as a unique asset class to create a positive impact on one’s overall financial portfolio. His primary focus is educating Clients, along with Partnered Financial Advisors, CPAs, Attorneys and P&C agents on the distinct advantages of integrating client centric strategies and solutions into their financial plan.

He has sat on committees for numerous financial institutions, providing valuable input and feedback to financial companies in their design of taxed advantaged wealth accumulation and distribution products. He is consistently involved within the financial services industry by staying informed on developments and changes, including improvements to strategies and products that are current and relevant to the clients and partners that we serve.

Born in Atlanta, Georgia, Tim has been a Tampa Bay Area resident since 1971. He has three adult children and one grandson.

Tim entered the financial services industry in 1981 as a Financial Consultant with a focus on retirement planning for his clients. Soon after, he branded himself as The Vision Coach. He is referred to as The Vision Coach, because it became his passion to understand what truly matters to clients: their goals and aspirations for the lifestyle they want to live and the legacy they wish leave behind. Through collaborative, strategic planning, Tim provides expert guidance and implements customized life insurance and annuity strategies into client’s financial plans that aligns with their unique vision.

With so many strategies and solutions available to clients, in 2001 Tim established Strategic Alliance Wealth Group to be the primary resource for Clients & their trusted Advisors in our area of specialty and expertise. SAWG is built on trust and partnerships with select firms to research, evaluate, and recommend only the very best in class strategies and solutions that integrate into the client’s overall financial plan, enhancing their financial goals and objectives.

Tim has spoken nationally as an advisor on behalf of being a client advocate in implementing quality solutions that are used as a unique asset class to create a positive impact on one’s overall financial portfolio. His primary focus is educating Clients, along with Partnered Financial Advisors, CPAs, Attorneys and P&C agents on the distinct advantages of integrating client centric strategies and solutions into their financial plan.

He has sat on committees for numerous financial institutions, providing valuable input and feedback to financial companies in their design of taxed advantaged wealth accumulation and distribution products. He is consistently involved within the financial services industry by staying informed on developments and changes, including improvements to strategies and products that are current and relevant to the clients and partners that we serve.

Born in Atlanta, Georgia, Tim has been a Tampa Bay Area resident since 1971. He has three adult children and one grandson.