Tara Blair, FSCP®

Tara Blair, FSCP®

CEO & Financial Advisor @ Time Wealth Strategies & Insurance Solutions LLC

About

Tara has built her business, like many of her clients, from the ground up. She is passionate about all the intricate parts at play for her clients in business planning, estate planning, financial strategies, tax solutions, and retirement planning. Her educational background has assisted her greatly in her pursuit to be the advisor that her clients need. With a bachelor’s degree in Biomedical Engineering, she has applied her knowledge of systems, codes, and statistics to the business and financial services world. Tara prides herself on being a lifelong student as the tax and financial markets are everchanging. She aims to always be one step ahead for the betterment of the clients who place their trust in her. Tara began her financial practice in 2018. She comes from a loving family of educators. The most enjoyable part of her career is getting to teach every day and be a resource for what can be very complicated for most families. She is proud to continue her family's legacy in playing a pivotal part in the success of others. Family and community are everything to Tara. She has a wonderful life partner, Kevin, and 17-year-old daughter, Eryan. As a family, they are very active. Their favorite hobbies include skiing, surfing, snorkeling, golfing, pickleball, and spending quality time with those they love. Tara built Time Wealth Strategies & Insurance Solutions LLC to change lives by maximizing her client's time. To allow entrepreneurs, business owners, professionals, and families the opportunity to understand taxes, financial strategy, debt, and leverage in great detail, leading them to make smart decisions early on and create more time to pursue who and what they love most.

Country

United States

City

Dallas-Fort Worth Metroplex

Industry

Financial Services

Skill

Wealth Management Services, Investment Strategies, Financial Planning, Teamwork, Public Speaking, Leadership, Life Insurance, Long Term Care Insurance, Asset Protection, Wealth Accumulation, Employee Benefits, Legacy Planning, Business Planning, Risk Management, Multi-Generational Planning

Experience

Time Wealth Strategies & Insurance Solutions LLC

CEO & Financial Advisor

Time Wealth Strategies & Insurance Solutions LLC

LinkedIn
2022-4 - Present · 4 yrs 6 mos

Dallas, Texas, United States

I act as a trusted partner for business owners, real estate professionals, medical professionals, and high earning families and individuals in all aspects of their financial strategies. I help our clients excel in various types of financial strategies, including business, succession, estate, and retirement. I also guide a team of agents to help our clients with a tailored approach to their specific positions and aspirations. Collectively, we do not believe in a one-size-fits-all standpoint or blanket statements when it comes to our valued clients. Any testimonials on this site are based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions. CA Insurance License #4007565. 12201 Merit Dr. Suite 1000 Dallas, TX 75251 Phone: 972-922-7784 Neither Time Wealth Strategies & Insurance Solutions LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Time Wealth Strategies & Insurance Solutions LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Eagle Strategies

Financial Advisor - Investment Advisory and Wealth Management

Eagle Strategies

LinkedIn
2023-1 - Present · 3 yrs 9 mos

Dallas, Texas, United States

As a Financial Adviser I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I provide sophisticated wealth management services by designing customized investment solutions that address the unique investment objectives and risk tolerance levels of individuals and businesses to help them meet a number of financial needs.

NYLIFE Securities LLC

Registered Representative - Insurance and Investment Products

NYLIFE Securities LLC

LinkedIn
2019-3 - Present · 7 yrs 7 mos

I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans.

New York Life

Agent - Life, Annuities, Disability, and Long Term Care Insurance

New York Life

LinkedIn
2018-11 - Present · 7 yrs 11 mos

Dallas/Fort Worth Area

As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs-based approach to properly assess and determine what their insurance needs are. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

CECO Environmental Corporation

Sales Engineer

CECO Environmental Corporation

LinkedIn
2018-6 - 2018-11 · 6 mos

Dallas, Texas

• Collaborated with internal sales associates, application engineers and sales representative network to achieve sales targets. • Performed sales activities that acquired new accounts and applications to increase market share. • Maintained an in-depth knowledge of the Company’s products, design engineering and service capabilities, including manufacturing and quality standards.

The University of Texas at Dallas

Undergraduate Research Assistant

The University of Texas at Dallas

LinkedIn
2016-1 - 2016-9 · 9 mos

Dallas/Fort Worth Area

• Advanced the research and development of various neurological devices by synthesizing and testing shape-memory polymers with specific glass transitions.

Education

The University of Texas at Dallas

The University of Texas at Dallas

LinkedIn

Biomedical/Medical Engineering

2013 - 2017 · 4 yrs

Tara Blair, FSCP®'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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