Timothy Payne, Esq., CFP®, AIF®

Energizer
DISC Type : I

Senior Financial Planner at Sentinel Group

Detroit Metropolitan Area, United States

Overview

Timothy is a Senior Financial Planner at Sentinel with over 30 years of experience in wealth preservation for high-net-worth families. He holds a Juris Doctor from the University of Michigan Law School and a CFP® designation, specializing in tax-efficient estate and business succession planning.

His dual expertise as an attorney (J. D. ) and a Certified Financial Planner allows him to offer uniquely integrated legal and financial strategies to clients.

Personality Overview

Relationship Oriented

Big Picture Person

Imaginative

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Wealth Preservation
His career focuses on providing tax-efficient wealth preservation, asset protection, and estate planning solutions for high-net-worth families and business owners.
Retirement Planning
He educates plan participants on topics like 401(k) compliance and advises on how to comfortably sustain spending in retirement without fear of outliving assets.
Business Succession
A key part of his practice involves creating business planning arrangements, including buy-sell agreements and succession strategies for business owners.

Media Appearances

Tim Payne - Sentinel Group. Featured in Sentinel Group

See Now

Work History

1-2020
Senior Financial Planner at Sentinel Group
10-2012 - 1-2020
Director of Wealth Planning and Insurance Services at Alliance Benefit Group of Michigan
3-2010 - 7-2013
Regional Estate Planning and Insurance Specialist at Brian K. Adams & Associates
3-2010
Estate Planning Specialist at Insurance Designers
8-2006 - 5-2009
Financial Advisor at Smith Barney

Education

1987 - 1989
Juris Doctor from University of Michigan Law School
1986 - 1987
Education details unavailable from University of Detroit Mercy School of Law

More Information

Social Presence :

Prographics :

Exp : 18 Location : Detroit Metropolitan Area, United States Job Level : N/A Designation : Senior Financial Planner at Sentinel Group
URL has been copied!

Insights For Selling To Timothy

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Timothy

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Timothy move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Timothy take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Timothy

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.