Tom Crane spent the past 25 years as Vice President for Wealth Management at UBS Financial Services helping individuals and families reach their financial goals.
Thomas M. Crane Consulting is a financial planning business that helps individuals identify their financial priorities and develop a plan to reach those goals - with as little worry as possible. These concerns may include retirement, investment strategy, risk management, Social Security analysis, and funding health care.
The first step of this process is a 30 minute phone call to determine if we are a good fit. If so, we can discuss your current financial situation so that I can determine how to best help you. A few questions around your comfort with risk will help to further identify your best financial strategy. I will also suggest submitting copies of any bank/investment statements as well as a recent Social Security statement.
The final step is to discuss specific steps you can take to adjust your investments and priorities to help you reach your goals. This is a collaborative process, and on-going conversations, as needed, are very much encouraged. All conversations are completely confidential.
After the first complimentary phone call, my fee is $75/hr.
Company Details
- Employees
- 1
- Address
- Portland, Maine, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Portland, Maine
- Competitors
- HDFC Life, UBS Arena, UBS, Lean In.
Thomas M. Crane - Consulting Questions
Thomas M. Crane - Consulting's LinkedIn profile is https://www.linkedin.com/company/thomas-m-crane-consulting
Thomas M. Crane - Consulting has
1 employees.
View email and phone details for 1
employees at Thomas M. Crane - Consulting.
Thomas M. Crane - Consulting's industry is
Financial Services
Thomas M. Crane - Consulting's categories are Financial Services
