“You spend your whole life trying to turn your income into an asset and then suddenly you need to figure out how to turn your assets into income. That can be very unsettling for some people. That’s why my goal - and the firm’s - is to take the uncertainty out of planning for retirement so that our clients know exactly what will happen when they stop working.”

To help them understand what they have and what they will need, Tom conducts a thorough review of each client’s finances, analyzing data, uncovering gaps and liabilities, and offering solutions. In a world of changing and confusing financial information, Tom helps our clients make educated decisions for a more secure financial future.