Thomas Financial Corp Safe Money Specialists

Dedicated To Serving My Clients

Robust Services To Meet Your Needs

I consider each client’s unique goals and objectives and then create a customized retirement income strategy. Once a strategy is developed, there is always flexibility to adjust if needs change. I am committed to always working in the client’s best interest and helping them understand how their money is working on their behalf. 

Thomas Financial Corp Can Help With The Following:

Retirement Income Strategies

Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available, it’s important you have a resource to guide you step-by-step along the way. Because I am not tied to one particular company or product, I can offer an array of options for addressing your financial concerns and to try to help you achieve the goals you’ve set for yourself and your family.

Life Insurance

Sometimes the unexpected happens. If and when it does, it’s best to be prepared. Life insurance can make life better for those left behind so they can cover funeral expenses, pay off debt, cover a mortgage, fund an education, or simply have extra financial resources to make work optional or at least not worry about having enough money in the future.

Disability Insurance

Don’t let an injury, illness or accident sideline your finances or your budget. You can mitigate the risk with disability insurance and help replace a portion of your income that may be missed while you heal or recover. There are a variety of policies available. I can talk with you about your situation and find a policy that will adequately cover the “what ifs” in your life.

Long-term Care Insurance

Long-term care (LTC) insurance covers a variety of services to help meet both the medical and non-medical needs of people with a chronic illness or disability who cannot care for themselves for long periods of time.

Legacy Preservation

I will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs to make sure your life’s successes are shared with those you love after you are gone. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have planned, Thomas Financial Corp will work with you to execute the proper strategies.

Learn More

When you’re ready to learn more, call or click below to request your complimentary Retirement Readiness Assessment. I’ll help you determine when you’ll be ready to retire. If we’re a good fit, I’ll help design and implement a customized Retirement Readiness Plan for you. 

Retirement Readiness Assessment
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