Timothy S. Libby, CLTC®
Founder
CA Insurance License #0K73992
Tim started in the financial services industry in 2008 and formed REAL Financial Strategies & Solutions, LLC. to serve successful individuals and business owners with a holistic approach to setting, monitoring and accomplishing a successful financial plan. He’s built a strong financial practice working with successful professionals and business owners throughout the United States. His integrated approach combined with expertise in retirement planning, education funding, asset accumulation and legacy planning, allows him serve his clients with creativity and innovation.
Through the years, Tim has grown his practice by understanding his clients’ goals and implementing REAL Strategies & Solutions to help accomplish them. Each client is unique, and this uniqueness drives him to provide best in class strategies and solutions. REAL Financial Strategies & Solutions, LLC. is positioned to work closely and as an integrated part of a client’s trusted advisor team. Clients are traditionally introduced to Tim through a personal introduction or referred through a trusted advisor.
Tim and his team continuously engage in industry updates, meetings, and conferences in order to provide the most current planning strategies and solutions to meet their clients’ goals. Tim is an active student in the American College of Financial Professionals, through his enrollment and graduate of programs he continues to have access to the industries top educational resources. Tim is a current member of the Boston General Office Community Council. Tim currently holds series 6, 7, 63 & 65 licenses in addition to health and life insurance licenses.
Originally from Natick Massachusetts, Tim attended Plymouth State University in the White Mountains of New Hampshire, obtaining his Bachelor of Science in Business Management. While studying at Plymouth he competitively raced slalom and giant slalom on the Plymouth State Alpine Ski Racing Team all four years. The Plymouth State Alpine Ski Racing Team was continuously ranked top 3 nationally. Tim enjoyed being a contributor to the team’s national success. He now lives in Arlington Massachusetts with his wife Lisa, and two boys Rylan and Camden. Tim and his family all enjoy outdoor activities like bicycling, downhill skiing, swimming, projects around the house and traveling.
Please take some time to meet our supporting team below.
About the CLTC® Designation
Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.
Additional Support through the Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Timothy S. Libby, CLTC® can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
