I was referred to Thomas by my CPA and am very happy with his advanced retirement planning knowledge. His desire to work directly with my tax person is a huge plus. I now have two professionals working together to save me taxes. He now manages my old 401k plan too and put a custom designed asset allocation plan in place. I sleep better at night knowing he is looking after my investments and I know you will to.

I recently left my job and Tom and his staff helped me rollover my old 401K and made the process very easy to understand. In fact my portfolio is even more diversified than it was before. We are also setting up a college 529 account for my children. I did not know about these tax free accounts until I met Tom. I am now telling all my friends about how he cares and looks at your whole situation. Thank you. Michelle S.

Very helpful and knowleagle. I was very impressed with the caring and attention to detail they showed by helping me with my retirement options. Thank you.