Chad Tom, Cfp® Email and Phone Number

WHAT I DOI help busy professionals and families align their money with their financial goals through personalized financial planning. I work specifically with your CPA and attorney to help you pursue your financial independence. My focus is on retirement, investment, insurance, and estate planning strategies.I CAN HELP YOU1. ORGANIZE your financial life, allowing you to budget and potentially save more for your financial dreams and goals.2. BUILD a plan for your family or business that reflects your needs, wants, and wishes.3. ADDRESS the potential in your financial plan.4. PROTECT what is important to you and your family through insurance.5. PURSUE your family's goals through personalized financial planning and monitoring with comprehensive advice.6. LIVE LIFE TO IT'S FULLEST having confidence that your plan cankeep you on track during market up and down times.HOW I DO IT DIFFERENTLYMany advisors begin a conversation with your investment statements. I start with a comprehensive discussion on "your" goals and what "you" are looking to accomplish in life. I work with you to build a financial plan that reflects YOU, YOUR FAMILY, and YOUR LIFE. I use investments as a means to your desired goals. I strive to act in your best interest at all times. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to 'Contact Info' section above. Investment advice offered through Independent Advisor Alliance a registered investment advisor and a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.