Tom has provided specialized financial plans, for high net worth individuals and successful business owners for over 20 years in Florida and other states. For individuals, his expertise addresses not only investment, insurance and retirement issues, but involves sophisticated trust stategies, estate and charitable planning as well.
Business owner planning typically incorporates strategies for qualified retirement plans, employee benefit/incentive plans, or shareholder buy/sell agreements, up through exit planning at retirement. With family owned businesses, this transition may include gifting or sale strategies to the next generation, or with non-family companies, sale to an employee management group, ESOP, or third party sale through a Mergers and Acquisitions firm.
His commitment to his clients is straightforward – he always does, and always will, do what is approprate for their family, not his. His goal is to develop lasting relationships with each and every one of the families he is privileged to help.
Tom is actively involved with the FPA Financial Planning Association of the Gold Coast, the Palm Beach Estate Planning Council, and the Community Foundation for the Palm Beach and Martin Counties.
Education and professional qualifications include a Bachelor’s Degree in Finance from Florida State University (1979) and the CFP® certification (1997).