Shelly Tomasch

Shelly Tomasch Email and Phone Number

I help individuals as they work with our professionals to potentially reduce taxes, eliminate debt and increase their spendable income. @
Shelly Tomasch's Location
Independence, Ohio, United States, United States
Shelly Tomasch's Contact Details

Shelly Tomasch personal email

n/a
About Shelly Tomasch

I believe Debt and Taxes are two of the greatest detractors to wealth accumulation and spendable income that Americans face today. I’ve come to the shocking conclusion that well over 50% of what we earn over our lifetime goes to paying taxes and/or interest.

Shelly Tomasch's Current Company Details
Secure Planning

Secure Planning

I help individuals as they work with our professionals to potentially reduce taxes, eliminate debt and increase their spendable income.
Shelly Tomasch Work Experience Details
  • Secure Planning
    Insurance Producer
    Secure Planning Jan 2023 - Present
    Ohio, United States
  • Bleakley Financial Group
    Client Services Associate
    Bleakley Financial Group Apr 2022 - May 2023
    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. 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.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.
    View
  • Associated Concepts Agency Inc
    Director Of Client Services
    Associated Concepts Agency Inc Oct 2005 - Apr 2022

Shelly Tomasch Skills

Insurance Retirement Planning Microsoft Excel Customer Service Employee Benefits Microsoft Office Finance 401k Life Insurance Retirement Fixed Annuities Financial Services Powerpoint Risk Management Wealth Management Outlook Financial Planning

Shelly Tomasch Education Details

  • Cuyahoga Heights High School
    Cuyahoga Heights High School

Frequently Asked Questions about Shelly Tomasch

What company does Shelly Tomasch work for?

Shelly Tomasch works for Secure Planning

What is Shelly Tomasch's role at the current company?

Shelly Tomasch's current role is I help individuals as they work with our professionals to potentially reduce taxes, eliminate debt and increase their spendable income..

What is Shelly Tomasch's email address?

Shelly Tomasch's email address is sh****@****ley.com

What schools did Shelly Tomasch attend?

Shelly Tomasch attended Cuyahoga Heights High School.

What skills is Shelly Tomasch known for?

Shelly Tomasch has skills like Insurance, Retirement Planning, Microsoft Excel, Customer Service, Employee Benefits, Microsoft Office, Finance, 401k, Life Insurance, Retirement, Fixed Annuities, Financial Services.

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