Integrated Financial Planning and Coaching

As the preeminent provider of retirement distribution strategies in the Findlay area, Tom uses integrated financial planning to specialize in retirement distribution planning, Roth IRAs and conversions, rollovers for qualified plans, and the emerging arena of Multi-Generational IRAs. Tom has a sincere passion for assisting people to make sound decisions for their retirement and financial future. He will help you design your financial plan to maximize your retirement nest egg. As an independent...

As the preeminent provider of retirement distribution strategies in the Findlay area, Tom uses integrated financial planning to specialize in retirement distribution planning, Roth IRAs and conversions, rollovers for qualified plans, and the emerging arena of Multi-Generational IRAs. Tom has a sincere passion for assisting people to make sound decisions for their retirement and financial future. He will help you design your financial plan to maximize your retirement nest egg. As an independent advisor, Tom holds affiliation with several independent marketing organizations which affords him access to all advisor management funds, alternative investments, and an extensive variety of other products.