Tim Zitter

ChFC®, CASL®, FIC, RICP®

Wealth Advisor

State(s) Licensed: CA Insurance Lic. #0G39435, CO, FL, IA, IL, KS, MD, MI, MN, MO, NE, NV, TX, VA, WI

Phone: 913-907-0411

Address:

7270 West 98th Terrace Suite 110
Overland Park, KS 66212

Book my intro appointment

State(s) Licensed: CA Insurance Lic. #0G39435, CO, FL, IA, IL, KS, MD, MI, MN, MO, NE, NV, TX, VA, WI

Individualized planning to help navigate your financial future

I have been a Financial Professional with Thrivent since 2005. I enjoy my purposeful career path where I have been blessed with helping others in all stages of life to plan, pursue, and obtain their financial goals while following their values. I listen to what is important to you and your family. When potential roadblocks arise, I partner with you to navigate and overcome life’s difficulties, providing education, advice, and solutions to meet your unique needs and circumstances. With my industry expertise, I can help you create a financial plan, save and build for retirement, make investment decisions, and protect what’s important to you so that you can achieve financial freedom and independence that will enable you to follow your dreams.

Areas I focus on with my team members are:

Financial planning (individuals, families, young professionals, small businesses faith-based providers)
Life Insurance and Disability insurance Protection
Wealth and Investment Management
Brokerage and managed accounts
401k, IRA set up and roll overs
Short-term, mid-term and long-term goal planning
Long term Care Planning
Retirement planning and tax savings strategies
Tax efficient planning strategies throughout life
Making the most of the money you have
Budgeting and Savings
Inheritance options
Charity and giving back (tax efficiently)
Helping create a purpose for every dollar you make/spend
Saving tax efficiently know what is taxed now, later and never again
Small business protection (Legacy, emergencies, tax planning)
Financial best practices (cash flow, savings, investing, growing wealth)

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Location

Overland Park Office

Overland Park Office

Phone:: 913-907-0411
Mobile:: 913-907-0411

Hours

M – F: 9 a.m. – 5 p.m.

Address

7270 West 98th Terrace Suite 110
Overland Park, KS 66212