For over two decades, I’ve turned a profession in financial planning into a passion for helping others work toward and achieve a fulfilling retirement. I value creating deeply personal relationships with my clients, which starts by getting to know a bit about one another.
From the start, I want you to feel comfortable and confident in who you choose to be your wealth planning partner. I urge you to ask questions, share your concerns and take some time to reflect. Whenever you’re ready to talk, I’m only a phone call away.
Thomas Wilson RICP, LUTCF
From discussing your retirement income options to developing a legacy plan for loved ones, I’m here to help.