Products and Services

Financial Planning

Whether your dream is to purchase a home, save for retirement or simply evaluate your current investment situation, you can start with a financial plan. Our financial planning process is built on integrity, trust, and results, providing a solid foundation for investment opportunities.

Life Planning

Making appropriate financial decisions based on your current and future goals is our priority. Depending on your life’s goals — saving for college, nearing retirement or getting ready to start a family — we can help you plan for all of life’s moments. We can even help you plan for those unexpected emergencies.

Planning for Retirement/Retiring

The sooner you begin planning your retirement, the easier it will be. Learn more about employer-provided and personal retirement savings plans and options, and other ways to pursue and independent retirement.

Business Owners

Through comprehensive personal wealth management, retirement plans, insurance services and access to trust services we can help you effectively manage your business and guide you through succession planning.  LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Starting/Losing a Job

When you begin a new job, change jobs or have a job loss, obtain the information you need about benefits and other changes to be prepared for the future.

Natural Disasters and Unexpected Events

Unexpected events can have far-reaching impacts, including on your finances, and may result in the need to make challenging financial decisions.

Death of a Family Member

Get the facts now about being financially prepared for a loss in the family.

Coping With Divorce

Life events, such as divorce, may call for alterations to your financial strategy.

The end of a marriage is also the beginning of a new financial life. Reconsidering your financial arrangements -- whether or not your income will be reduced -- should be a top priority as you adjust to your new circumstances.

Some life events you can anticipate, while others, like divorce, are unplanned.

Divorce will affect your household finances, your investment strategy, and even your vision of the future. It can be a complicated and challenging process in which details are easily overlooked. Protecting your financial health during this time is crucial.

Therefore, your retirement plan should be reviewed and modified.

After a major development in your life, such as divorce, your plan should be reviewed; its priorities and objectives may need to be reevaluated. It is better to address any changes now, rather than regretting not meeting your financial goals in the future.

This is when meeting with an experienced financial planner counts.

We can help you through this difficult time as well as adjust plans in response to this unexpected change. Tom is prepared to help you through the divorce and life transition. Tom has been through the process himself and understands the difficult changes that must be made both personally and financially.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (248) 662-2000