Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® Email and Phone Number
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® work email
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Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® personal email
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® phone numbers
Passionate about helping others win with money by aligning their values and dreams with their resources, doing private wealth management and comprehensive financial planning. Growing up in a single parent family of 6 kids, I learned the value of hard work and saving for the future at an early age, opening my first savings account at age 8, and purchasing my first stock at age 11, & owning my first mutual fund at age 18. It was a launching pad for my financial services career.It's my goal to help people align their financial choices with their values and be a steward of their dreams. Roy Disney made the statement: "When your values are clear, your decisions are easy". While the financial climate has dramatically changed over the years, it has been exciting and rewarding for me to see people living transformed financial lives with greater peace of mind, greater control, and high impact with their financial situation by applying prudent financial principles, and as I often say: "Helping people to live a legacy so they can leave a legacy".Specialties include: Private Wealth Management, Comprehensive Retirement Income, Tax, & Estate Planning; Transition Planning for those who lost a spouse, or going into a new job from another; Morally Directed investing; and Cash Flow Management.Disclosure: Registered Investment Advisor of and Securities offered through Founders Financial Securities LLC Member FINRA, SIPC and Registered Investment Advisor
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Certified Financial PlannerArcher Huntley Financial Services Inc.Brighton, Mi, Us
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Certified Financial Planner, Certified Kingdom Advisor, Private Wealth Manager7 Pillars Wealth Management May 2024 - Present
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Certified Financial PlannerArcher Huntley Financial Services Inc. May 2012 - PresentAs one of the creators of the Stewardship Planning™ Process, I show in or near retirement, widows, and business owners how to align their financial priorities with their values and life purpose so that they can be truer to themselves for greater peace of mind, freedom, and control in life. Our unique philosophy and approach to planning and investing with Archer Huntley Financial Services, as part of our private client group, is designed to help ensure that you take good care of your family and enhance the personal relationships in the lives of the people that are most important to you. Utilizing sound money management principles and strategies with an experienced team of professionals provides you with the potential for greater economic freedom. Confidentiality of your situation is of utmost priority to us. The influence you can have over future generations, the legacy you can leave, and the respect you are given from our firm provides assurance that your financial affairs have been taken care of in the best possible way. And, Oh by the way, we will help you dream a little, too! Our Mission statement: "We steward the dreams of those we are called to serve".We know not every person is a “right fit client” for our firm. If you qualify to be a part of our private client group by engaging us in the Stewardship Planning™ process, it is our desire that you will feel a sense of belonging to the Archer Huntley family and experience something special.Investment Advisor of and Securities offered through Founders Financial Securities, LLC. Member of FINRA/SIPC and Registered Investment Advisor
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Adjunct InstructorCleary University Aug 2020 - Aug 2021Howell, Mi, UsTeaching Financial Planning Courses for Undergraduate and Graduate students. -
Dave Ramsey Certified CounselorLamplighter Group Mar 2008 - Mar 2014I have a passion for helping and coaching people to help them align their financial choices with Biblical principles to reduce the stress in their lives, improve their marriage, and enhance their productivity at work.
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Certified Financial PlannerNext Financial Dec 2008 - Apr 2012Houston, Texas, UsFacilitated helping people achieve their financial goals through various strategies and investments. Comprehensive financial planning for: retirement, education, investment, insurance, income tax, & estate. -
Financial PlannerMetlife Dec 2006 - Dec 2008New York, Ny, UsHelped to facilitate peoples financial choices by offering insurance and investments to achieve their financial goals. -
Senior Financial AdvisorAmeriprise Financial Jan 1991 - Apr 2006Minneapolis, Mn, UsDid comprehensive financial and estate planning for clients. Helped to facilitate their goal achievement with a wide range of financial products and services. Won several awards for Quality of Advice. -
Sales Representative: Varsity Internship DivisionThomas Nelson Publishers 1986 - 1990Nashville, Tn, UsSold educational books, Bibles, and Bible resources door to door in various counties in Texas, Kentucky, and Florida as a summer internship. Learned the value of entrepreneurship and what it was like running a business.
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® Skills
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® Education Details
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Liberty UniversityBusiness -
Brighton High SchoolCollege Preparatory
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Scott Keffer Coaching ProgramWorking With The Affluent
Frequently Asked Questions about Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®
What company does Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® work for?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® works for Archer Huntley Financial Services Inc.
What is Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s role at the current company?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s current role is Certified Financial Planner.
What is Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s email address?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s email address is la****@****ley.com
What is Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s direct phone number?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s direct phone number is +181092*****
What schools did Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® attend?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® attended Liberty University, Brighton High School, Scott Keffer Coaching Program.
What are some of Thomas Lampert, Cfp®, Chfc®, Clu®, Cka®'s interests?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® has interest in Kids, Like To Travel, Cooking, Electronics, Sweepstakes, Investing, Home Improvement, Reading, Crafts, Gourmet Cooking.
What skills is Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® known for?
Thomas Lampert, Cfp®, Chfc®, Clu®, Cka® has skills like Retirement Planning, Strategic Financial Planning, Retirement, Investments, Estate Planning, Mutual Funds, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Services, Coaching.
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