What is the minimum account size?
We do not impose minimum size account requirements. We believe that our main purpose is helping clients get through retirement. Having a client on track to a successful financial retirement is the best reward for us.

When can I meet with you?
We hold meetings during regular business hours. However, we accommodate clients in the evenings and on weekends.

What should I bring to the first meeting?
We ask that you share pertinent information about your situation as much in detail as possible. This process makes our analysis and suggestions more accurate. Please, bring your brokerage statements, bank statements, Social Security statements, pension estimates as well as any other documents on investable assets and current or anticipated cash flows.

Who is in charge of my account?
As a client you retain full control over the investment decisions in your account. Tom advises clients and suggests investments, however, the final decision is yours.

Why do I get statements from Raymond James?
Raymond James Financial Services serves as our broker/dealer. All clients’ accounts are held with them.