Tim Daniell

Office: Chattanooga
7213 Noah Reid Road
Suite 102
Chattanooga, TN 37421
(423) 266-7400

Contact
tim.daniell@continuumpp.com
Direct: (423) 702-8944
Fax: (423) 266-3018

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Our Partners- Tim Daniell

Tim's Team

Kip Paxton
Kip Paxton
Investment Processing Manager
kip.paxton@continuumpp.com
(615) 309-6342
Valecia Horton
Valecia Horton
valeciahorton@continuumpp.com
(615) 309-6370

I’ve always wanted to help people be good stewards of their money and make wise financial decisions. Helping our clients set goals that allow them to make positive impacts on themselves, their family and others has given me the opportunity to do just that.

With the majority of my clients being medical professionals, dental professionals or business owners, when I first start working with them, many are concerned about income taxes and how they can set aside enough money for retirement so they do not outlive their assets. This concern is real as they have seen many of their colleagues work longer because they have not set aside enough. This is typically because they waited too long to start planning for their future because they were too busy running their practice or business.

The good news is that with proper planning, you can understand what it will take to meet your goals. Our job is to help break this down into manageable pieces and working with your other advisors to get things done so that you can make progress while still balancing your busy life.

Areas of Expertise:

  • Financial Planning
  • Investment management
  • Qualified retirement plans
  • Personal protection strategies
  • Education Funding
  • Estate Planning
  • Business Succession Planning

Education:

University of TN-Chattanooga - Finance
Certified in Long Term Care (CLTC)
Life Underwriter Training Council Fellow (LUTCF)

Affiliations:

Score International – Board Member

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Tim would be a good fit for you? Give him a call today.

More About Tim...

Tim has been in the financial services industry since 1994. He joined CFG in 2001 after working for Prudential Insurance and Financial Services for 7 years. Tim graduated from University of TN-Chattanooga with a major in Finance.

Tim and his wife Monica have two boys and resides in Ooltewah, TN. Their family has a passion for using Sports for ministry purposes. He loves all sports, but really enjoys coaching high school baseball, playing golf, and UGA football.

Tim resides on the board of Score International, which is a ministry that uses sports as a platform for ministry in third world countries.

Interested in working with Tim? Set up a time to talk and learn how she can help you build a plan to reach your financial goals.