“Physicians and healthcare workers have the weight of the world on their shoulders”, Fussell said. “I make it my mission to help ease any fear of financial pain by creating an individualized plan that treats both short and long-term goals. When it comes to my clients, I too live by first, do no harm”, he stated.
Dr. 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. “What makes Tim an uncommon individual is his level of commitment and accessibility to his clients as second to none” said Andrew F. Nasseri, MD, FACC, FACS, Cardiothoracic and General Surgeon. “Tim has always been reachable on a very short notice and remained committed until he saw resolution to my financial service needs, and planning”.
Dr. Fussell’s insurance and estate planning firm 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.