Broker Check
Tim Holdsworth, ChFC

Tim Holdsworth, ChFC

Managing Partner & Director of Financial and Wealth Stategies

Tim brings 35 years of experience to his current role as Managing Partner of Lakeside Financial Partners. He is an integral part of the management team, with a foundation of 22 years as an advisor with John Hancock Financial Network and Life Insurance Company prior to joining Equitable. He built his practice on a passion for helping people with non-traditional retirement pan needs. His clients include professionals and small business owners, with whom he specializes in setting up non-qualified retirement plans and plans that aid in recruiting and maintaining key employees. Tim’s strategies focus on utilizing the seven-step process (Discovery, Plan Design, Financial Modeling, Informal Funding, Recommendations, Implementation and Annual Review) through to ensure a consistent experience.  He is able to use this approach to create a clear plan for his clients that also need family wealth transfer and business succession planning.

As a Cleveland native growing up in Parma, he continued his education in Ohio and is a proud alumnus of Miami University, CSU, and University of Pennsylvania’s Wharton School of Business AT RETIREMENT® program. Tim is devoted member of his community and volunteers his time as a selected board member for the A Kid Again Northern Ohio Chapter 2022 which provides cost-free family support, peer-to-peer connections and other resources to help families cope with the extended effects of life-threatening conditions, and is. He is also a member of the chapter of Society of Financial Service Professionals, and served on the Board of Trustees for Berea Children's Home, and was PTO President  and current parishioner of St. Albert the Great.  

When he is not working, volunteering, or spending time at his home in Hinckley, Tim spends his time golfing or enjoying family boating time on Lake Erie with his wife Jill and their three children: Kyle, Michael, and Rachael.

Office Location:

40 Eagle Valley Court,
Cleveland, OH 44147

Certifications

Series 7, 63, 65

Life and Health Insurance

Investment Advisory Representative