Tom Stephens Email & Phone Number

Houston, Texas

Houston, Texas Area

As a Successful Entrepreneur, Retired Executive, Widower & now as a Retirement Income Specialist, I go beyond simply providing investment advice. I have documented my experiences in several books & first seek to educate my Pre & Post-Retirees Clients about the road ahead - while building out CONSERVATIVE Strategies for producing LIFETIME RETIREMENT INCOME..

Houston, Texas

Houston, Texas Area

Houston, Texas, United States

• Having successfully retired once, I personally understand the many hidden costs associated with aging. I have walked the path of a caregiver and experienced the death of both my wife, to cancer, and my father, to.
• COSTS OF AGING - The hidden costs associated with Healthcare, Long Term Care/Assisted Living & Aging in Place.
• BEFORE YOU CASH YOUR LAST PAYCHECK - A New Look at Planning for the Future - Financial Strategies for Creating Lifetime Income.
• HAVING YOUR AFFAIRS IN ORDER - Preparing for Life Events, both Expected & Unexpected - based on my book: “Planning for Tomorrow”
• OUR AGING PARENTS - Practical Foreknowledge for Assisting Aging Loved Ones - dealing with advancing age - based on my book: “Our Aging Parents”
• SURVIVOR NEEDS ANALYSIS - Dealing with Financial Matters after the Death of a Spouse - based on my book: “Survivor’s Handbook” All books available on Amazon.com; clicking on a book image will take you directly to that.

Houston, Texas Area

As a member of Elite Financial Management, I worked predominantly with EXECUTIVES and SENIOR LEVEL MANAGERS nearing retirement, or already retired, and Widows regardless of their age. I created & implemented strategies for managing & monitoring 401(k) accounts for individual participants. As always, our approach was first an education process, to ensure.

Dallas/Fort Worth Area

At Robertson Wealth Management, I worked with EXECUTIVES and SENIOR LEVEL MANAGERS pre & post retirement & Widows regardless of their age. Our approach was to first educate & ensure that our clients were familiar with the critical aspects of life after your last pay check - from there we crafted Conservative Strategies for producing Lifetime Income.*Note.

Dallas, TX

The Alliance Group was formed in response to the large number of Bank Mergers and Consolidations during that period of time. The Alliance Group supplied temporary project expertise for all areas of bank operations. At its peak, The Alliance Group number over 200 consultants and counted many of the nation’s largest banks as clients. The Alliance Group.

Dallas/Fort Worth Area

At RepublicBank, Texas, the largest Texas bank during that period, I managed Information Technology and Bank Operations groups supporting all Deposit, Check Processing, Electronic Funds Transfer, and ATM systems and operations. I managed over 125 employees, multi-million dollar budgets, and hold patents covering Bar Code systems and technology invented for.

Dallas/Fort Worth Area

Managing Principal responsible for various banking software systems and banking consulting projects for major banks across the country. One project of note: personally managed a $50 million project to build a check capture center, including building construction and fit-out, hardware and technology acquisition, and hiring of over 75 employees.

South-East Asia And Far East

Cryptographer overseeing a team of intercept operators, during the height of the Vietnam War.

Master Of Business Administration (Mba), Business Administration And Management, General

Business Administration And Management, General