Tim Sallee CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

As a Certified Financial Planner™ Professional for the past 19 years, Tim has worked to help scores of families retire with confidence. Tim uses fiduciary-driven, common sense, proven techniques in an effort to help people improve their financial position in life. Tim strives to develop genuine, quality relationships, which often evolve into multi-generational planning and investing.

The key to his process is communication with his clients. He uses a “free-style” approach to understanding incoming clients, so that he can identify their interests and goals. Tim recognizes that his clients must feel comfortable enough to ask questions at any time, knowing they will get timely and well-explained answers to their questions.

Everyone has their own unique interests and goals. We understand this about people, so all of our portfolios are custom built. This is the only way to properly take care of people.
– Tim Sallee, CFP®

A Missouri native, Tim has enjoyed living in Springfield for the last 16 years with his wife, Tori, and their teenage daughters, Anna and Rachel. When away from the office, Tim coaches his daughters’ softball & basketball teams and spends time boating with his family. When time allows, he likes to work in a round of golf.”

tsallee@bbridgefin.com
417.351.5844

   


Niche:
Near-Retirement, Multi-generational Estate Planning & Wealth Management

Business Recognition:

  • 2020 LPL Directors Club*
  • 2019 LPL Freedom Club*
  • 2018 LPL Directors Club*

Memberships:

  • Southeast Rotary – Springfield, MO
  • Schweitzer United Methodist Church – Springfield, MO
  • Highland Springs Country Club

Interesting Fact:
Tim runs marathons and plays the ukulele. Important to know never at the same time.

Volunteer Work:
Sponsor & Volunteer for Tour de Crawdad, an annual fundraiser for Champions Committed to Kids

Personal Website: http://www.timsallee.com/

 

 

 

* The LPL Directors Club and The LPL Freedom Club achievements are based on annual production among LPL Advisors only.