Tim Bachmann
About Tim Bachmann
Tim Bachmann serves as the Regional Vice President at Concourse Financial Group, where he has worked since 2016. With 28 years of experience in the financial industry, he specializes in wealth structuring, tax-free retirement planning, and philanthropic strategies.
Current Role at Concourse Financial Group
Tim Bachmann serves as the Regional Vice President at Concourse Financial Group, a position he has held since 2016. He operates from San Anselmo, California, where he applies his extensive experience in the financial industry to guide clients and financial advisors. His role involves developing strategies for wealth structuring and tax-free retirement planning, particularly for high net worth families.
Previous Experience in Financial Services
Before joining Concourse Financial Group, Tim Bachmann accumulated significant experience in the financial services sector. He worked at Edward Jones as a Financial Advisor from 1993 to 2004 in Oak Park, Illinois, and later served as a Field Based Senior Insurance Specialist from 2013 to 2015 in the San Francisco Bay Area. Additionally, he was an Account Executive at The Hartford from 2004 to 2008, also in the San Francisco Bay Area.
Education and Training
Tim Bachmann studied Political Science at Miami University, where he earned a Bachelor of Science degree from 1985 to 1989. He also participated in Semester At Sea / ISE in 1988, an educational program that allowed him to study abroad for 11 months. This educational background has contributed to his analytical skills in the financial industry.
Areas of Specialization
Tim Bachmann specializes in various financial strategies, including Roth IRA conversion strategies and inherited IRA/Secure Act strategies. He focuses on wealth structuring for high net worth families and tax-free retirement planning. His expertise extends to philanthropic vision strategies, business continuation and buy-sell strategies, and protection of retirement assets through life and long-term care solutions.
Expertise in Financial Strategies
Tim Bachmann is recognized for his proficiency in utilizing pension protection strategies and leveraging various trust structures, including irrevocable trusts, dynasty trusts, and intentionally defective grantor trusts. He is also experienced in executing 1035 exchanges, which facilitate tax-free transfers of life insurance policies, enhancing his capability to provide comprehensive financial solutions.