We're here to help you reach your financial goals - Retirement, Legacy - Whatever it is you desire.
We understand it’s a journey, not a destination & it’s complicated.
As your financial services firm, we’re dedicated to acting in your best interests. We’re independent advisers and work directly for you. We'll help you build a financial portfolio that reflects whatever level of risk you’re comfortable with - we’re here for you.
Tom brings a unique perspective to assisting his clients with all of their wealth management and retirement planning needs:
Business expertise and life experience.
Approach to building lifetime income based on your risk tolerance.
Access to professionals with expertise on legal and tax issues.
Author five Financial Books
Passion for helping others.
Tom’s goal is to be his clients go-to resource for all retirement and pre-retirement planning and investment strategies. He has been successfully retired himself, once, and he understands the dynamics of living on a fixed income; Tom is on Social Security and Medicare, and can assist you in Maximizing your Social Security benefits as well as guide you in understanding your best Medicare options. Last but not least, Tom can assist you in creating a life-long income stream from your retirement savings plans and investment accounts utilizing the strategies outlined in his book Smart Retirement: What You Need to Know Before Cashing Your Last Paycheck. If you don’t already have an adviser, Tom would love the opportunity to show you his dedication, and if you do have an adviser, you owe it to yourself to get a second opinion. Send Tom and his team a quick email or call his office—he would enjoy talking to you and getting to know you.