Meet Our Founder
CA Insurance License #0K73992
Tim started in the financial services industry in 2008 and formed REAL Financial Strategies & Solutions, LLC. to serve successful individuals and business owners with a holistic approach to setting, monitoring and accomplishing a successful financial plan. He’s built a strong financial practice working with successful professionals and business owners throughout the United States. His integrated approach combined with expertise in retirement planning, education funding, asset accumulation and legacy planning, allows him serve his clients with creativity and innovation.
Through the years, Tim has grown his practice by understanding his clients’ goals and implementing REAL Strategies & Solutions to help accomplish them. Each client is unique, and this uniqueness drives him to provide best in class strategies and solutions. REAL Financial Strategies & Solutions, LLC. is positioned to work closely and as an integrated part of a client’s trusted advisor team. Clients are traditionally introduced to Tim through a personal introduction or referred through a trusted advisor.
Tim and his team continuously engage in industry updates, meetings, and conferences in order to provide the most current planning strategies and solutions to meet their clients’ goals. Tim is an active student in the American College of Financial Professionals, through his enrollment and graduate of programs he continues to have access to the industries top educational resources. Tim is a current member of the Boston General Office Community Council. Tim currently holds series 6, 7, 63 & 65 licenses in addition to health and life insurance licenses.
Originally from Natick Massachusetts, Tim attended Plymouth State University in the White Mountains of New Hampshire, obtaining his Bachelor of Science in Business Management. While studying at Plymouth he competitively raced slalom and giant slalom on the Plymouth State Alpine Ski Racing Team all four years. The Plymouth State Alpine Ski Racing Team was continuously ranked top 3 nationally. Tim enjoyed being a contributor to the team’s national success. He now lives in Arlington Massachusetts with his wife Lisa, and two boys Rylan and Camden. Tim and his family all enjoy outdoor activities like bicycling, downhill skiing, swimming, projects around the house and traveling.
About the CLTC® Designation
Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.
Please take some time to meet our expert resources through Eagle Strategies LLC.
Additional Support through the Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Timothy S. Libby, CLTC® can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Howard is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with financial planning case development, coaching, and planning best practices. Prior to joining Eagle Strategies in 2014, Howard worked as Director of the Case Consulting unit in MetLife’s financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions. He established critical metrics for both his team and the financial planning department as a whole, including plan implementation. Howard has created over 1,000 financial plans in his career and has been actively involved with the training of advisors and staff with a particular focus on transitioning to a holistic planning practice as well as establishing best practices and efficiencies to streamline the planning process. Howard earned a BA in English from Ithaca College. Howard has been a CFP® charterholder since 1996 and is an active member of the Financial Planning Organization (FPO).
Alexis is an Associate and Paraplanner with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s Financial Planning team throughout the financial planning process, including helping advisors leverage eMoney Advisor, assisting in data reviews, modeling scenarios, and generating reports. Alexis earned a BA in Business Studies with a concentration in Financial Planning from Stockton University. Alexis joined Eagle Strategies in May 2015.
Michael is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Michael worked as a Financial Advisor and Sales Supervisor in Wealth Management for over 16 years. He has held positions at Merrill Lynch, Fidelity Investments, and TIAA. He graduated from the University of South Carolina where he earned a BA in Economics, is a Certified Financial Planner™ certificant, is FINRA Series 7, 63, and 65 licensed, and has earned his New Jersey Life and Health Insurance Producer license.
Jeff is Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and their affluent clients. Jeff’s areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments. Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, New York Life Investment Management LLC where he held a sales role. Prior to joining New York Life, Jeff worked as a Regional Advisor Consultant at Oppenheimer Funds where he helped drive sales in the Northern Virginia region, making it the number one region in 2015. Jeff also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.