
Tim Allen, BA, MM, CSA is President of Your Retirement Inc. He is licensed by the States of Texas, Oklahoma, Illinois, Georgia, Montana, and Mississippi Departments of Insurance, and has worked in the field of insurance and financial services since 2005. A graduate of Pro Financial, he has completed continuing education in Retirement Planning, Risk Management, Wealth Accumulation and Distribution, Estate Management, Long Term Care, Medicare Advantage and Supplement Plans, and Life Insurance.
He is authorized by the Texas Property Tax Back Agency to assist seniors and the disabled in turning property tax dollars into a legacy for those they love. He is a member of the Better Business Bureau, the Society of Senior Advisers, the National Association of Insurance and Financial Advisers, and the Case Management Society of America.
Appointed by more than 50 benchmark financial and insurance companies, he designs customized plans to lower income and estate taxes, defer property taxes, protect assets from expensive long term care costs, and reduce financial risks in retirement. He specializes in “safe money solutions”, using only vehicles which are not correlated to the stock market in order to defer property taxes, protect assets from expensive long term care costs, and reduce financial risk in retirement.
He enjoys swimming, woodworking, and composing and performing music. He is also a devoted family man who has been married for 33 years with two grown sons, and is the proud Papa of two grandchildren.