Meet Our Team

My name is Tim Piatchek. I specialize in helping clients financially prepare for retirement, which often includes the proper use of annuities. I work with people across the country to find ways to generate more retirement income and discover how to grow and protect their money securely during these turbulent times.

Despite the current market volatility and elevated interest-rate environment, there are still strategies you can implement right now to ensure you do not run out of income and your money remains protected from future market downturns.

While most financial advisors are happy to provide investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into long-term, sustainable income (while also protecting your money) so you can spend with confidence in retirement.

With over 34 years of experience in the financial industry, I’ve dedicated my career to helping individuals and families create lasting financial security. For the past 25 years, I’ve proudly operated my own practice in Springfield, Missouri, serving pre-retirees and retirees ranging from 35 to 85 years old. My focus includes retirement income planning, wealth preservation, long-term care strategies, and helping clients determine the best time to claim Social Security. I specialize in creating pensions for life and protecting clients from market losses through safe-money strategies. I’m honored to be a member of the Million Dollar Round Table, NAIFA, and SAIFA, and to have received the NAIFA Quality Award. My educational journey began at The American College and the Life Underwriting Training Council, where I pursued business studies from 1986 through 2000. I completed my coursework with a focus on helping others, just as I had during my service in the U.S. Coast Guard. That same passion for service has guided my professional path, especially in the annuity industry, where I enjoy crafting plans that offer contractually guaranteed lifetime income. Recently, I authored From Homeland to Heartland, a tribute to my family’s immigrant story, now available on Amazon and Barnes & Noble.

Outside of work, I enjoy writing and volunteering. I’ve served on the boards of several 501(c)(3) charities in the Ozarks and currently volunteer with the St. Vincent de Paul Society, supporting low-income families in Southwest Missouri. My wife, Terri, and I have been married for 34 years and are proud parents to Blaise and Savannah. We recently became grandparents to our first grandson, Luca. My most important goal—personally and professionally—is to give back, help others, and leave a meaningful legacy for my family. As Robert Frost once wrote, “, Two roads diverged in the woods, and I took the one less traveled. That has made all the difference.”

I reside in Missouri, and although my office is located in Springfield, I work with clients throughout the United States. Through our advanced technology systems, we can meet “face-to-face” virtually and even share computer screens, so we’re all on the “same page.” That way, you can see firsthand how various income strategies may work for your specific goals.

I strive to take the mystery out of annuities by answering the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone or virtually, which means you don’t need to leave your home or visit my office.

Feel free to reach out if you’re looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,

Tim Piatchek