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Over the past 30 years, Tom has guided hundreds of clients to the path of financial security in retirement, driven by a true passion to help people get the most out of their lives and years of hard work within their careers. Surrounded by financial experts in all walks of the financial world he has helped countless individuals set goals, determine their futures through a written financial plan and the see those goals come to fruition. We consider it our responsibility to help clients understand the complexity of the capitalistic system, income taxes, estate planning and education planning. To break that complex world down into bite size, understandable pieces that allow anyone we work with to see their future and see that it comes to pass.
Our goal is to deliver the most optimal retirement strategy possible given the reality of your situation to retirement and near-retirement clients. We strive to establish customized financial strategies for our clients to assist them in reaching their financial objectives after retirement. We assist clients in developing smart retirement plans to protect themselves from potential financial risks.
We’re making it easier for people from all walks of life enter retirement getting better benefits. The Federal employee has many options that at times can be very confusing. Talk to us to avoid this confusion and walk away from your career and into the next chapter of your life with confidence.
Retiring means walking away from all kinds of perks while on the job, and there is no guarantee of financial success once you retire. Pensions are one vehicle that can help (if you have one) but are insufficient covering all of your retirement needs. An expert can help show you how to supplement the pension with other types of income including Social Security and drawing income from other assets. Let us show you how to make this all work to your benefit.
It all began with a goal of delivering the best financial strategies for our clients. Through the years, we improved our efficiency and gained a better understanding of our skill set.
We follow industry standards and our effective retirement planning services to help you realize your financial goals.
We attempt to cultivate positive relationships with our clients. Our services will ensure your retirement benefits are maximized, and you have enough to live on in retirement.
Don’t settle for mediocre benefits and inferior income.
We devise a customized strategy to provide you with maximum retirement benefits after assessing your expectations, current financial insights, and other money related requirements.
Our experts ensure you stick to your chosen strategy and observe all requirements to keep up with shifting market trends. The fundamental goal is to secure your wealth with the least risk possible.
The financial world changes every day. We attempt to observe those changes and help you to change alongside the markets. What works today might not work in 5 years, and you need to be flexible enough in your strategies to make changes if you need to.
Years
mm +
Assets Under Management
%
:1
Average Client to Advisor Ratio
Chartered Life Underwriter
The American College
Investment Advisor Representative
Financial Planning & Asset Management
Chartered Financial Consultant
The American College