Thomas Bugbee, Cfp® Email & Phone Number

Scottsdale, AZ

Futurity First works with retirees and pre-retirees to develop and implement solutions for a variety of financial needs including retirement income planning, asset management, estate strategies, life insurance, disability, long term care, Medicare planning, and small business continuation and exit planning.

Scottsdale, Arizona, United States

In my current role as a Certified Financial Planner I do full service planning, including Asset Management, Retirement Income Planning, Estate Planning, including Medicare and Social Security planning as well.

Phoenix, Arizona Area

Pangea is dedicated to being qualified plan specialists. My primary role was providing comprehensive financial planning services to all qualified plan participants. Responsibilities included 401K plan acquisition, enrollment coordination and implementation, and individual financial planning meetings.

Excelled in sales and customer service of investments, retirement planning, and insurance.Recognized for strong team leadership, mentoring colleagues on call flow and presentation techniques that led to dramatically increased production.

Worked with clients in a collaborative manner to help them achieve broad financial goals.Used the Living Balance Sheet to help clients understand cash flow, budgeting, and asset Management.Part of advisor group that started The Exit Planning Academy for small business owners.

Helped clients with risk management through life Insurance and long term care solutions.Passed Series 6 and began to help clients with investments and retirement savings.

Helped family member with new business startup.Responsible for negotiating equipment and vendor contracts.Executed plan submittals and represented company at zoning meetings.

On-call 24/7. In O.R. for all cases.Relocated to new market with no previous contacts and excelled, expanding market share. Received tremendous, multi-tiered AO trauma training. Technical advisor at multiple AO/ASIF trauma courses. Planned and executed sawbones workshops for surgeons and O.R. staffs. 57% increase in annual sales ($525,000 - $825,000) over.

Extensive O.R. experience. Helped distributor achieve national Top 5 ranking 2 years in a row for Arthrex product line. Increased monthly Arthrex sales 200% ($8,000 - $24,000) in 18 months.

Orthopedic bracing and cold therapy. Established new accounts in a highly competitive market for an expanding distributorship. Won award as a top producing newcomer for BREG product line. Increased monthly sales from $2,000 to over $25,000.