Thomas Kettering Email & Phone Number

For over twenty years I have focused on financial planning for corporate executives, business owners and individuals. I work in the areasofcorporate retirement plans, employee benefits, executive compensation and balancing business vs. personal financial interests (I find this is difficult for most business owners). A great deal of my work involves tax strategies for these individuals and their businesses.I view each indiviual as the CEO of their business and personal financial interests and my responsibility is to provide, based on their circumstances and goals, the better options available.I am skilled at breaking down and representing complicated issues in an effective manner that allows clients to comfortably make effective decisions. Once my client makes a decision I assist in the implimentation process greatly reducing the time they would normally be required to expend. Using our advanced technology I am able to monitor and communicate effectively with my clients on a near real time basis. This allows us to address and discuss issues wherever they may be at any given time. I am a true independent and work only for my clients.. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

Listed skills include Financial Services, Employee Benefits, Negotiation, Estate Planning, and 11 others.

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  University Of Montana

  Economics