Enjoy life today, and in retirement

Financial Planning for Lawyers, Doctors, and Business Professionals.

FINANCIAL
WELLNESS

Help your employees feel more secure about their personal financial situation. They’ll be more likely to focus more attention on their day-to-day responsibilities — and take on those tasks with greater confidence and increased enthusiasm.

FINANCIAL
PLANNING

Financial Planning is about understanding where you stand financially, identifying your personal financial goals, and creating a plan to reach those goals. It doesn’t have to be more complicated than that.

SPEAKING ENGAGEMENTS

Tommy’s speaking programs are educational but also strives to provide some humor, but in a nonjudgmental and relatable way.

Enjoy your life today,

while also planning for the future.

Someone once told me that the best way to show you love, is by giving your TIME.

They were right. Our most valuable currency is TIME.

In my practice, I’m here to remind you to enjoy life today, while also planning for the future. Don’t wait until retirement.

We’re here to help you find a way to live well today, and in retirement.

Recent Blog Posts

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3 Money Buckets Required to Create Wealth

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Income-Based Repayment (IBR) Guide

Income-Based Repayment (IBR) Guide Income-Based Repayment or “IBR” is one of four income-driven repayment plans designed for borrowers with high federal student debt balances, as compared to their income. Income-Based
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