TODD THOMAS
FINANCIAL ARCHITECTS
A TIME-TESTED APPROACH
TAILORED STRATEGIES
My team works with your current professionals or helps you develop your own team. I serve as a macro manager helping coordinate the big picture of your financial world.
OUTCOME DRIVEN
Let's explore different methods to help you accomplish your goals. Stress-test your financial decisions and feel confident in your decisions before you make them.
YOUR PRIORITIES
Make more beneficial decisions for you and your family, instead of favoring banks, insurance companies, government and other financial institutions.
WE’RE IN IT FOR THE LONG HAUL
Quick fixes, untested methods, and short-term solutions aren’t in anyone’s interest. So instead, our team approaches every financial situation with a comprehensive, long-term goal that is personalized just for you.
FOCUSED ON YOUR GOALS
Our first meeting will be a conversation to get to know you and your goals. I will share the process I use to help those I walk with make their financial decisions and you will share what you are trying to accomplish and what your priorities are. This gives both parties a chance to see if we are a fit for each other. From there, we will work on continuous improvement of your financial picture. Initially, we help you “know what you own, and own what you want”.
LET’S TALK.
Let’s have a conversation – in person, on phone, or web meeting. Contact us today to start your journey to financial peace of mind.