What to Expect from Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information and ideas.

The financial review process begins with an in-depth evaluation of your current financial situation, as well as a discussion of where you are and what you are looking to accomplish. Once we've established your overall objectives, we'll focus on your specific goals. With the ever changing economic conditions, market swings, and never-ending bombardment of (usually bad) news, we advocate investing sensibly over the long run. We help you keep focused on your goals and objectives. We continually discuss the time frame you have with those goals and help educate you with the different investment options that may fit that need.

An adequate level of insurance coverage is also important. By maximizing any free and low cost group insurance you may have (through your employer and/or other associations you may have available) as well as any third party options, you and Tom will work as a team to maximize your life, disability, health and long term care insurance dollar.

He will also work with your other professional relationships: attorney, accountant, property/casualty agent (and so on)... To help you gather the knowledge so you can make the most informed decisions for your needs.

We work with you, side-by-side, so that you're confident in, and comfortable with, your financial life.

We encourage you to do your "homework" regarding any advisor before asking them for assistance. Use this hyperlink to go to FINRA's Brokercheck website to see the length of experience, licenses held, as well as if there has been any regalatory actions or complaints against that professional. As FINRA says, "There's no reason not to check".