Are You A Pro? Join For Free

tom tousignant

The Masters Financial Group
Financial Planning

Contact Information:

Greeley, CO 80634
United States

Years in Business:

 

9

Clients I'm Seeking:

 

Self employed Entrepreneurs, People who are within 5 years of either going to retire or are in retirement and who wish to learn about our unique Retirement Income Strategy "The Next Phase"

About My Business:

 

I am first and foremost a Holistic Financial Strategist; this means that I have the expertise and the knowledge to professionally analyze each of the facets of your financial life: from Life Insurance, College savings accounts, IRAs and 401Ks or Pension plans and I will help you to crystalize your goals for each of these and for your over arching strategy, if there is one. We will take a closer look to find any "blind spots" and offer you a second opinion on your current plans. If we think that your current strategy is working we will happily tell you so and if not, I will explain exactly why in plain English and then I will suggest some options for you to consider to fix these broken pieces. From a simple analysis to the creation of a multi-generational strategy, my team and I can promise you that no one who does not share your last name will ever care more for you or your family's financial well being.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: