Eric S. Tom, Cfp® Ricp® Chfc® Cltc® Email & Phone Number

I hold a CFP® designation and have been in the financial service industry for the past 31 years, my focus is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. Education is of prime importance to me which is why I host various educational events throughout the year for my clients as well as the general public. I am a Certified Financial Planner Professional and hold designations of Retirement Income Certified Professional (RICP), Chartered Advisor for Senior Living (CASL), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Mutual Fund Counselor (CMFC), and Certified in Long Term Care (CLTC). I am also a Life Member of the Million Dollar Round Table (MDRT) and a member of Ed Slott’s Master Elite Advisor Group. One of my popular educational seminars is based on Ed Slott’s “Retirement Decisions Guide”. I invite everyone to visit my website www.erictom.net to find out the schedule for future events or to request a complimentary consultation.

Listed skills include Over 27 Years Of Retirement Planning Experience, Creating Guaranteed Tax Efficient Income Streams, and Hosting Educational Workshops/Seminars On Retirement.