Tim Truett Agency Financial Services
Everyone can build wealth with the right plan
At Tim Truett Agency, LLC, we truly want every client to reach financial
success. But it doesn’t happen overnight, and it doesn’t happen
without a plan. Whatever your goals, our team is committed to ethical
guidance, personalized attention, and the required education
to develop that plan with you and stand by you every step of the way
until it becomes reality
Our Financial Services
Retirement Planning
- 401(k), IRA, and SEP accounts to grow your retirement savings
- Strategic guidance for long-term financial security
Annuities
- Fixed and variable options to provide income stability in retirement
- Education on benefits, fees, and potential returns
Education Savings
- 529 Plans and Education Savings Accounts (ESAs) to fund future learning opportunities
- Flexible contributions and investment options
Life Insurance Options
- Variable Universal Life insurance to protect your loved ones and build cash value over time
- Guidance on choosing the right coverage to meet family needs
Why Choose Tim Truett Agency
for Financial Services?
Independent Advice
Access multiple carriers and solutions so you get what’s right for you.
Ethical Guidance
We prioritize your needs first, educating you on coverage, benefits, and fees.
Comprehensive Solutions
From insurance to financial planning, everything is under one roof.
Trusted Partnership
We aim to earn your trust for life, not just a quick sale.
Ready to Get Started?
Take control of your financial future today. Our team is here to provide guidance, answer questions, and help you create a plan that fits your lifestyle and goals.