Timothy L. Messett, CLU

Tim Messett is President and owner of Pension Investors Corp. of Orlando, Inc., founded in 1982.  Tim has more than 30 years of experience working with business owners in the design and implementation of qualified plans; including 401(k), Defined Benefit, Cross-tested Profit Sharing Plans, and ESOPS. He also provides clients with a variety of employee incentive programs designed to attract and retain key employees. 

After attending Ohio State University, Tim served as a Warrant Officer in the US Army’s 162nd AHC where he flew Combat Assault Helicopters during his tour in Vietnam. Upon his return to the states he served as a helicopter flight instructor at Ft. Rucker for the remainder of his tour of duty.  Early in his business career, Tim served as Executive Vice President for a life insurance company headquartered in the Midwest, and was responsible for establishing their sales operations in the State of Florida.

As a successful business owner himself, Tim brings a wealth of experience to the wide range of issues faced by business owners everyday.  Tim is an expert in strategies designed to supplement tax-deferred income over and above the limitations associated with ERISA plans.  With the creation of Strategic Wealth Accumulation Team, LLC (SWAT) he has expanded his services to business owners with the custom design of retirement exit strategies, serving as the quarterback of his clients’ wealth accumulation team.  He develops financial, estate, tax, and business succession plans. He then delivers the strategic roadmap allowing his clients to exit the business in style, retaining maximum wealth, leaving behind nothing but their stress.   

Tim teaches courses providing CPE credits for CPAs and other professionals, updating them on the most recent planning strategies for business owners.  As a result, most of his clients are referred to him through CPAs, Accountants and Attorneys to consult on these complex issues.

Tim is past President and co-founder of the Employee Benefits Council of Central Florida; a member of the Central Florida Estate Planning Council; International Forum; Business Enterprise Institute; a lifetime qualifying member of MDRT, and co-founder and Board Member of National Partners Group, Inc., an insurance producer group.  He holds the NASD Series 7 license, as well as Life, Health, Variable Annuity and Real Estate licenses, and is a Registered Investment Advisor.