The Face of Wealth Preservation - Truman Timmis, JD — Legacy Private Capital L.L.C.


Faces of Detroit 2017 Special Section




Our clients don’t depend on life’s lottery to achieve financial success. The successful business owners, executives and professionals we work with spend their lives building companies, careers, and wealth through hard work, focus, and discipline. When it comes to protecting their life’s work, our clients expect the same level of excellence.

Most of our clients have done some financial and legacy planning. They seek us out because they have lingering doubts about unintended consequences and missed opportunities. They want a second opinion, and they come prepared with their most pressing questions: Do I have a pathway to financial security? Do I have the right plan in place for the succession of my business or real estate? Is my plan up-to-date based on my unique family circumstances? Have I taken advantage of every tax strategy and planning opportunity? Is my life insurance properly structured? Is the IRS my unintended heir?

All of these questions can be summarized into one: Do I have the right advisor?

Truman Timmis is ready for your toughest questions. Armed with deep business, financial, real estate, and legal experience gained over a 33-year career, Timmis is dedicated to helping successful families preserve, protect, and perpetuate their wealth.

Truman Timmis is registered to offer securities through First Heartland Capital Inc. Member FINRA & SIPC. Legacy Private Capital LLC is not affiliated with First Heartland Capital Inc.


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