TIA TOMLIN

Our goal is to provide you with the knowledge that you have a plan in place, a track to run on and an experienced advisor who knows your situation and is available to make changes as needed... For clients who are still working but preparing for retirement, we help with the many decisions they face. Often it pays to take advantage of employee benefits, including adding insurance coverage or using payroll deductions. If you have retirement funds from past employers, we work with you to consolidate and combine plans and bring order to your finances. The result is that you can make informed decisions on everything from buying a new car to when you should file for Social Security. You'll always know the impact your current spending will have on your financial future... We help harness the power of your financial resources using the financial planning process. Many clients have access to tools, benefits and resources which they have never taken advantage of, either because they don't know..

Primary location: Dallas United States