Discovering a client's needs and then educating them on potential and unique solutions is where Tom Southard is distinctive as a financial professional. What defines Tom is not the tools he uses, but how he applies them to help you achieve your financial success and freedom. This is done with a client serving focus developed in 20+ years leading customer service teams delivering solutions to hospitals, stock exchanges, and companies in aerospace and utility sectors. Though independent, your success leads him to collaborate with other financial professionals who together have decades of industry experience. This includes the teams at Thrive Wealth Solutions and Elite Financial Insurance Group.
To hear more about out Tom's background, check out his blog titled, "Is Creating Your Own Tax-Free Pension Possible?"
Schedule an appointment: Tom's calendar.