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WHAT I DO: I do my best to help you get to a better place money wise. We are all bombarded with financial pitches that makes people confused at best. WHO I WORK WITH: Anyone that is looking for possible alternatives to their current approach. Those near or in retirement, federal employees, or those looking for less risk.WHY IT WORKS: The distribution of income requires different investment strategies from the accumulation of assets. An untimely market downturn can devastate your future when withdrawing income. Most folks I work with are in no position or mood to start over again and are loss adverse.WHAT MAKES ME DIFFERENT: After 37 years of helping people, I have come to recognize the enemies of financial independence: Market losses, taxes, and outliving your money. My clients prefer simple to complex; folks who would rather look at a bank statement for this month's deposit as opposed to fearing to open their brokerage statement. I work for you, if you allow me to. I would like to earn your trust, If you can benefit from what I have to offer, great. I will point you in another direction if I can't help.HOW IT WORKS: Set up a short chat. If we both decide we are a match, we will meet again so I can better understand your situation. If we decide we aren't a match, the worst that will happen is that we walk away as friends.READY TO TALK? Reach out to me directly here on LinkedIn, email me at tpetrus3@gmail.com, or call me direct at 318-666-8349.
Petrus Income And Retirement Solutions
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CeoPetrus Income And Retirement Solutions Mar 2013 - PresentShreveport, Louisiana Area
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Benefits AdvisorFed Retire Solutions Oct 2012 - PresentAlexandria, LaWe provide benefit and retirement planning for Federal employees in Louisiana and Texas.
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OwnerPetrus Insurance And Retirement Solutions Mar 2011 - PresentWorked with individuals and businesses in planning and implementing strategies protect them from risk and prepare for retirement.
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Federal Employee Benefits AdvisorRedhawk Federal May 2011 - Jun 2012Federal Employee Benefit Education and Advising
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PartnerBlake, Petrus & Company Mar 1993 - Jan 2010Alexandria, Louisiana Area
Tom Petrus Skills
Tom Petrus Education Details
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Master'S Degree -
Bachelors
Frequently Asked Questions about Tom Petrus
What company does Tom Petrus work for?
Tom Petrus works for Petrus Income And Retirement Solutions
What is Tom Petrus's role at the current company?
Tom Petrus's current role is Petrus Income and Retirement Solutions.
What is Tom Petrus's email address?
Tom Petrus's email address is to****@****aol.com
What is Tom Petrus's direct phone number?
Tom Petrus's direct phone number is +131845*****
What schools did Tom Petrus attend?
Tom Petrus attended Southern Methodist University, Louisiana State University.
What are some of Tom Petrus's interests?
Tom Petrus has interest in Cooking, Collecting Antiques, Electronics, Home Improvement, Crafts, Automobiles, The Arts, Travel, Collecting, Home Decoration.
What skills is Tom Petrus known for?
Tom Petrus has skills like Health Insurance, Sales Management, Sales, Strategic Planning, Insurance, New Business Development, Customer Service, Disability Insurance, Business Strategy, Executive Management, Team Building, Real Estate.
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Tom Petrus
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Tom Petrus
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Thomas Petrus
Avon Lake, Oh
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