• Tim Fussell
  • Welcome.

    Tim Fussell has guided his clients through structured buyouts, Initial Public Offerings (IPOs) and family trust and foundation start-ups. He works closely with his clients to provide a guarantee of personal protections through insurance and annuity products as well as proper estate planning.

    Tim specializes in sole-practitioner/small business owner, working with clients from the start-up of a new office to clients with existing portfolios in the $100s of millions.


With 30-plus years as a financial strategist, Dr. Timothy Fussell has created a financial product fortress to protect his clients’ assets and aspirations, now and into their futures. His financial system includes products and plans for estate preservation and tax-free income in retirement and transfer to heirs.

A published author with Fox Business News and invited contributor to CNN Money and Fortune Magazine, Dr. Fussell is also a Continuing Professional Education Instructor for Certified Public Accountants (CPAs), conducting nationwide training on retirement and strategic business planning using Life and Annuity products. He has created boot camps and a learning campus where new agents can learn the intricacies of finance; arming them with the knowledge and practical experience they need to better protect and serve their clients and build a thriving, sustainable business.

Dr. Fussell’s professional history is deeply rooted in the communities of North Carolina. His journey began in Wallace, a small town northwest of Wilmington, and eventually took him to Raleigh where he has continued to prosper for more than 29 years. Surrounded by the technology and growth in Raleigh, it was surprisingly his humble beginnings in a small farming community that helped him best understand the importance of protecting core family values and business practices. His early life experiences escalated his interest in helping people protect themselves and their livelihoods. As the years went by, change was the only constant in Tim’s life. Successful on a professional level, Tim was personally blindsided in 1998 by his wife’s sudden illness. Without hesitation or regret, he immediately redirected his time and energies to her care until her passing in 2006.

Over the years, in good times and lean, Dr. Fussell has guided his clients through structured buyouts, IPOs (Initial Public Offerings), and family trust and foundation start-ups. He works closely with his clients to provide a guarantee of personal protections through insurance and annuity products as well as proper estate planning. His insurance and estate planning firm specializes in the self-employed and business owner market, working with clients from the start-up of their new business to clients with the net worth in the 100s of millions.

For the past three decades, Dr. Fussell has diligently worked to protect the American business man and woman; to protect the American dream. He has always supported the premise that professionals and business owners are the backbone of this great country. Inasmuch, he recognizes that the beauty of being a business owner can also be blemished by the stresses and pressures of staying competitive in a local, national or global market. It is in these blemishes that Dr. Fussell found the possibilities that led him to create his proprietary financial pathways that continue to lead him and his clients to short and long-term financial success. From national speaking engagements to church-sponsored Stewardship Ministry classes, Dr. Fussell continues to cultivate his circle of influence in the world of finance and deliver the promise of sound financial futures to his clients.


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