Planning | Exit Planning | Our Experience

Tim Cope entered the insurance industry in 1979 and is a member of National Life Underwriters and the Million Dollar Round Table. Tim's concentration is on individuals and businesses, working to meet their life,disability,long term care and investment needs.

One of Tim's primary areas is coordinating the design and implementation of a successful exit for owners from their businesses.Contributing to Tim's success in this field is his ability to listen to his clients questions and determine what it is they need to know in order to identify their goals. Once this is decided he clearly explains their options.Tim uses this process to facilitate the business owners successful exit from their life's work. Working with a team of advisors, Tim is able to help his clients leave their business on their own terms.To get started with the process, Tim will ask his clients if they have answers to the following questions:

When do you want to leave your business?
What amount of cash will you need to exit?
How can you minimize your tax consequences?

Membership in Business Enterprise Institute's ( BEI ) Network of Exit Planning Advisors, allows Tim to have access to the most current publications, training, and information about the exit planning field. Working with a variety of cutting edge exit planning techniques,Tim belongs to a national network of professionals in other disciplines experienced in the Exit Planning process.

620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

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620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

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*Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Fleischer Jacobs Group is an affiliate of NFP Securities, Inc., and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

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