Your Income for Life Partner
Tom helps Americans who face the complex challenge of attaining an income that lasts a lifetime, so that they will be able to enjoy the quality of life they desire and the confidence they seek while striving to reach the hopes and dreams they hold dear. It’s as simple, and complex, as that.
Empowering these individuals to achieve that income is Tom’s mission, purpose, and passion. Tom’s experience and communication skills allow his clients to have clarity, focus, and understand how their goals will be met. He is committed to working with them to do what needs to be done.
At the bottom of the 2002 dotcom crash, Tom began his financial services career with John Hancock. Since 2003, and as a former independent financial advisor, he has concentrated on helping individuals and couples who seek to build the financial resources they need for their two-person, three-decade retirement.
With career accomplishments in executive recruiting, teaching, and the United States Navy, Tom brings a full spectrum of experiences to help custom design strategies for each individual’s needs. With 18 years of contributions to the goal of financial freedom for his clients, a Master’s in Education, and a passion for helping people, Tom offers a solid set of qualifications to serve you in pursuit of your financial priorities.
If you believe your retirement income is a top financial priority, if you see room for improvement in your plan, and if you are between 52 and 65, Tom invites you to a “Discovery Conversation” to find out if you wish to partner together in managing the complex challenge of attaining income with the goal of lasting a lifetime.
*Not registered with SagePoint Financial, Inc., or currently FINRA registered.