Retirement Planning Specialist
Tom's focus for his clients is on preserving existing wealth, wealth accumulation and on wealth transfer strategies for future generations. His approach is unique and comprehensive – a complete and consultative process to plan for financial success.
Of utmost importance to Tom is his desire to assist his clients in achieving their goals and dreams for both themselves and their loved ones.
Tom, a graduate from the American Institute of Banking, has since spent the last 32 years in the financial services industry, focusing his expertise on helping pre-retirees and retired individuals plan for their financial future. He is a specialist in IRA planning and distribution, as well as an expert in Estate planning.
1130 W Lake Cook Rd Ste 150
Buffalo Grove IL 60089
Fax: (847) 465-9843