Tim J. Newell

Tim J. Newell is a Certified Financial Planner and a Certified Estate Planner.  He began his career in the financial services business in 1981. Not long after starting his career he became a partner in running a small regional securities broker dealer until 1989, where it was sold to a larger firm. 

Tim is a principal, with ProEquities, Inc.  He runs an office of supervisory jurisdiction in Illinois where he manages, trains and mentors three dozen registered representatives. Also, he is a Investment Advisor Representative with ProEquities, Inc. and runs a successful financial planning practice.

Tim and his firm, fully embrace the comprehensive financial planning model. We use the financial plan as the blueprint to build or reconstruct the financial house. It serves as a guide through the maze of financial choices that must be made all along the way. We start by making sure that a firm financial foundation is in place so the financial house will stand through the various storms that life brings. We continue the building process with a customized architectural design and apply many of the same principles that would be used to design and build your dream home. This customized plan is drafted and monitored along life’s way to provide an environment for you and your family to live out your dreams, goals and fulfill all that God has intended with the resources He has entrusted to you to manage.
 
Tim works extensively in the estate planning field to ensure that the individuals, whom God has given you different degrees of financial responsibility to, will be properly provided for. In addition, he explores what legacy(s) you would like to leave behind that will convey to others what really is important to you during the period of time we call Life.  After he discusses these matters he then works with you to build a customized plan with strategies to accomplish these life goals.
 
Tim works as an independent consultant, which enables him to create customized, diversified investment portfolios that are managed with specific goals and needs in mind.