Broker Check
Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

In the News

  • 2017 Five Star Wealth Manager
  • 2016 Five Star Wealth Manager
  • 2015 Five Star Wealth Manager
  • 2014 Five Star Wealth Manager
  • 2013 Five Star Wealth Manager
  • 2012 Five Star Wealth Manager
  • 2011 Five Star Wealth Manager
Read More

Hear from Tom

  • Blogtalk Radio
  • Tom's Market Commentary
  • Facebook
  • LinkedIn 
  • Twitter
Read More

Client Events

  • Holiday Brunch
  • Half-Time Report
  • Spinners BBQ and Game
  • Photo Gallery
  • Videos
Read More 

Blog

Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic.

Read More 

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow