Tim Procita specializes in working with physicians, business owners, entrepreneurs, and retirees. He is a Certified Financial Planner (CFP®) and a fiduciary for his clients. His firm provides fee-based financial planning, tax strategies, investment management, estate planning, life insurance, disability insurance, long-term care insurance, employee benefits, executive benefits, and more. Tim’s mission is to help local families make wise financial decisions to create the greatest income, independence, and impact for themselves and those they love and care about the most.
