Thomas Mcilwee Email & Phone Number

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how I can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.Areas of focus: Investments, Personal Retirement Planning, Special Needs Planning, Cash Management and Lending Solutions, Managed Accounts and Advisory Solutions