My Clients are successful Business Owners and Executives who are enjoying more Flexibility, Choices, Income, Security and Legacy potential than they ever thought possible, all without cutting into current lifestyle.Tom brings to his clients a wealth of business and financial experience accumulated during his career as an executive and entrepreneur in the computer services business in Europe, New York and California. Tom's life experience allows him to identify with his clients' concerns and help them navigate through the complexities of life toward financial balance for their businesses and families.Tom is a passionate retirement income planning professional.BackgroundTom moved with his parents from the Midwest to California when he was 10, growing up in Torrance, California, graduating with a Bachelors degree in History from Pomona College in Claremont, California and a Masters in International Relations with an International Economics specialization at Columbia University in New York. During his business career, Tom pioneered opportunities for US companies in the emerging markets of Eastern Europe, and as entrepreneur started successful businesses in Austria and Russia.Specialties: Let Tom bring your company 401(k) plan into compliance & cut cost & risk. Tom specializes in working with business owners and professionals, helping them grow and protect what they care about most. Working with non-profits, Tom helps them educate their donors about the value to them and the charities of giving larger and earlier gifts.Experience: Executive benefit and retention programs, 401(k), Qualified retirement plans, Pension plans, Life insurance, Buy-Sell & Key Person insurance, Disability insurance, Long term care insurance, Investments, Mutual funds, Retirement planning, Annuities, Guaranteed income planning, Business exit strategy, Estate planning.Interests: Individual rights, Civil liberties, Environmental protection, Animal welfare.|COMPLIANCE:2019-5472|