About Tom - Income Planner

For the past twenty two years, I have had the privilege of working with individuals, couples, and families who are committed to building their financial security and freedom.

Ultimately, our work makes a positive difference in their lives and the lives of those they care about most. That is reason why I love what I do.

Working together, we custom design and implement their unique plan of action. Our mission is to grow and protect their financial security and quality of life by creating income for life.

To identify their income goals, challenges, and priorities, we complete a financial profile. We then explore a variety of solutions to find the best path forward. Designing a plan of action is our next step; followed by implementation. We continue to make improvements with annual reviews and quarterly updates. As a result of this work, we develop a partnership built on communcation and trust.

Income plannng for a three-decade, two person retirement is a complex challenge. It must therefore deliver income that is reliable, predictable, flexible, and tax efficient. Not only does it need to provide "Paychecks" for the Necessities of Life but also "Playchecks" for the Dreams of Life.

With each of my clients, in all of my work, I have a fiduciary responsibility to do what is in their best interests and to always place their interests first.

Invest in yourself.
Schedule a 15 minute Discovery Conversation
to find answers to your most important questions.

Office/Mobile      401-529-7177


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