Thomas Bugbee, Cfp®

Thomas Bugbee, Cfp® Email and Phone Number

Financial Planner at FUTURITY FIRST Wealth Management @ Futurity First Insurance Group
middletown, connecticut, united states
Thomas Bugbee, Cfp®'s Location
Scottsdale, Arizona, United States, United States
Thomas Bugbee, Cfp®'s Contact Details

Thomas Bugbee, Cfp® personal email

n/a
About Thomas Bugbee, Cfp®

The vast majority of my professional experience has been interacting with clients on a face to face basis to provide appropriate advice for their specific financial needs. Whether helping clients with their investments, life insurance, disability insurance, long term care, or retirement planning, I use an educational approach to develop client confidence and understanding while providing solutions for their financial concerns.Specialties: Providing personally tailored financial solutions for client's asset management, insurance, and retirement planning needs.*Advisory Services offered through Securities America Advisors, Inc., a Registered Investment Advisor. Securities offered through Securities America, Inc., a Registered Broker/Dealer and member FINRA & SIPC. 12325 Port Grace Blvd., La Vista, NE 68128, 800-747-6111. Futurity First Insurance Group is Independent of Securities America Inc. **"This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."***Third-party comments may not be representative of all client experiences.

Thomas Bugbee, Cfp®'s Current Company Details
Futurity First Insurance Group

Futurity First Insurance Group

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Financial Planner at FUTURITY FIRST Wealth Management
middletown, connecticut, united states
Website:
futurityfirst.com
Employees:
422
Thomas Bugbee, Cfp® Work Experience Details
  • Futurity First Insurance Group
    Financial Planner
    Futurity First Insurance Group Aug 2012 - Present
    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.
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  • Futurity First Wealth Management
    Certified Financial Planner
    Futurity First Wealth Management Aug 2011 - Present
    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.
    View
  • Pangea Wealth Management
    Executive Director, Advisory Services
    Pangea Wealth Management Aug 2011 - Aug 2012
    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.
  • Usaa
    Financial Solutions Advisor
    Usaa Apr 2008 - Aug 2011
    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.
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  • John Driscoll & Company
    Financial Advisor
    John Driscoll & Company Jan 2006 - Apr 2008
    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.
  • Signature Resources
    Insurance Representative
    Signature Resources Sep 2004 - Jan 2006
    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.
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  • Lava Architecture
    Business Manager
    Lava Architecture Sep 2003 - Sep 2004
    Helped family member with new business startup.Responsible for negotiating equipment and vendor contracts.Executed plan submittals and represented company at zoning meetings.
  • Northern Arizona
    Orthopedic Trauma Surgical Consultant
    Northern Arizona Jan 2000 - Jan 2003
    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 3 yr. period
  • Helm Surgical Systems
    Surgical Sales Associate
    Helm Surgical Systems Jan 1998 - Jan 2000
    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.
  • Tosa Medical
    Medical Sales Associate
    Tosa Medical Jan 1995 - Jan 1998
    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.
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Thomas Bugbee, Cfp® Skills

Investments Retirement Planning Retirement Financial Planning Fixed Annuities Series 7 Mutual Funds Life Insurance 401k Wealth Management Financial Services Estate Planning Insurance Long Term Care Insurance Financial Advisory Alternative Investment Strategies Stocks Variable Annuities Customer Service Trading Series 65 Universal Life Financial Planners Communication

Thomas Bugbee, Cfp® Education Details

Frequently Asked Questions about Thomas Bugbee, Cfp®

What company does Thomas Bugbee, Cfp® work for?

Thomas Bugbee, Cfp® works for Futurity First Insurance Group

What is Thomas Bugbee, Cfp®'s role at the current company?

Thomas Bugbee, Cfp®'s current role is Financial Planner at FUTURITY FIRST Wealth Management.

What is Thomas Bugbee, Cfp®'s email address?

Thomas Bugbee, Cfp®'s email address is tb****@****cox.net

What schools did Thomas Bugbee, Cfp® attend?

Thomas Bugbee, Cfp® attended Arizona State University.

What are some of Thomas Bugbee, Cfp®'s interests?

Thomas Bugbee, Cfp® has interest in Personal Fitness, Children, Politics, Environment, Education, Big Game Hunting, Science And Technology, Golf, Movies, Health.

What skills is Thomas Bugbee, Cfp® known for?

Thomas Bugbee, Cfp® has skills like Investments, Retirement Planning, Retirement, Financial Planning, Fixed Annuities, Series 7, Mutual Funds, Life Insurance, 401k, Wealth Management, Financial Services, Estate Planning.

Who are Thomas Bugbee, Cfp®'s colleagues?

Thomas Bugbee, Cfp®'s colleagues are Jake Erickson, James Eagle, Bo Hofmann, Raeleen Raygoza, Renata Washa, Andrew Davidson, John Ross.

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