Thomas Fallon Email & Phone Number

CONTACT ME: via e-mail @ tfallon@asset-wealth.com or at my office # 908-237-1134 WHAT I DO: For more than twenty-five years, as a financial professional, I've helped hundreds of clients, both individuals and couples, create financial and retirement income plans that work for them, not against them. HOW I DO IT: As a prospective client, I will meet with you to fill out a financial fact-finder that allows me to see your current financial situation, and determine your short-term, intermediate, and long-term financial goals. I will research and analyze this data to establish appropriate recommendations that will allow you to accomplish your goals within your desired time frame. I will present to you a financial plan of action and together we will establish realistic objectives for achieving your goals. I will educate you on your options so that you’ll be certain that the products and services you choose are the products that you want. When you are ready, and with your approval, I will implement the plan for you. Finally, and most importantly, I will review your financial plan each year with you to make sure it is up-to-date and performing as expected.WHY IT WORKS: I put together a realistic retirement income plan or financial plan that is based on your goals and that is easy to follow. My annual reviews will allow you to monitor your progress and make changes when necessary.WHO I WORK WITH: Individuals and couples within ten years of retirement, or anyone interested in securing their personal or family’s financial future.MY AREAS OF KNOWLEDGE: Retirement Income Planning, 401(k) Rollovers, IRA Consolidation, Financial Planning, College Planning, and Life Insurance.NEXT STEPS: You can reach me at tfallon@asset-wealth.com or by calling me directly at 908-237-1134.**Please note** Although I do appreciate the endorsements and testimonials, the SEC and FINRA would not allow them on our public profiles, so they have been removed.

Listed skills include Retirement Income Planning, 401 Rollovers, Ira Consolidation, Goal Planning, and 21 others.