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Tim Haas Financial Planning

About Us

Tim is well-qualified to help clients achieve their financial goals.  He attended Tufts University for a Bachelors in Electrical Engineering and Northeastern University for his MBA. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and a member of Ed Slott’s Elite IRA Advisor Group.

Tim is Newtown’s financial advisorTim also is a Master Mentor of Moneytrax Circle of Wealth®, a system and structured process used to share complex financial concepts with clients in simple and graphical terms. The favored graphical model is the Personal Economic Model, which most of Tim’s clients have reviewed to help understand how money flows in their lives

Tim has years of experience in the corporate world at AT&T and Lucent, along with a couple of telecom start-ups in California and Ottawa before becoming a business owner. Tim purchased an Allstate Agency in 2004 and later founded the independent insurance agency in 2011 with his financial planning practice.


The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). 

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. 

To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: 

Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; 

Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; 

Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and 

Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. 

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: 

Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and 

Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. 

CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement 

Personal Economic Model
How Money Flows Through Your Financial Life

In addition to the Personal Economic Model, Tim sources several other financial planning tools and software to optimize financial solutions, minimize taxes and engage clients with planning. Tim is proficient in Modern Portfolio Theory and investment portfolio design and analysis.

Tim has taken countless courses, has read hundreds of books and continuously reads articles to identify best-in-class financial strategies for his clients. He is also an active participant on the Financial Planning Association forum, where he contributes ideas among other advisors and solicits their advice. Tim values engaging with other professionals frequently to remain current, which enables him to debate options and fully implement top solutions for his clients.

Tim is the Past President of the Newtown Chamber of Commerce, past leader of the Newtown Knights of Columbus, Past President of New Fairfield Lions Club, and Owner of Waypoint Financial Planning. Tim and Anne have been married 33 years in 2019 and have two children, Andrew and Stephanie. Tim and Anne enjoy hiking, dancing and singing in the St. Marguerite Choir. They’re active members at St. Rose of Lima Church in Newtown. Tim enjoys golfing, hiking, investments and mystery novels. Tim’s favorite mystery author is David Baldacci. Memory Man was a great read.

Pictured below are Tim and Anne, “Life doesn’t get any better than sharing your life and business together, when you’re uniquely compatible. We trust in each other and are grateful for the time we share and the successful business we have built together. Life is short. God is good. God bless America!”

Tim & Anne Haas

What is an Ed Slott Elite IRA Advisor?


Meet the Larger Team

The broader team is comprised of staff located at LifePro Asset Management in San Diego. The Head of Wealth Management at LifePro is Rob Reaburn. He’s an outstanding communicator about the investment markets and produces strong results for our clients. LifePro also offers insurance protection programs, including life insurance, disability income, long term care and annuities.

LifePro Asset Management Team

Timothy J Haas, CFP®, MBA
107 Church Hill Road, Suite 1B
Sandy Hook, CT 06482-1194
(203) 304-9690 Office
(203) 770-6505 Mobile/Direct
(203) 702-5149 Fax