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Tom McAuliffe

True Wealth Management
Portfolio Management

Contact Information:

San Rafael, CA 94901
United States

Years in Business:

 

27

Clients I'm Seeking:

 

Business owners, professionals, doctors, executives who need help preparing a successful retirement plan and would like to work with someone with 27 years experience helping their peers retire with ease and delight.

About My Business:

 

Are you confused about which financial strategy is right for you? Are you finding it difficult to save enough for retirement? Would you like to learn how to secure your retirement income needs? Do you want to reduce taxation on the sale of your business further securing your life of leisure? I may be able to help you. WHAT DO I DO? I specialize in helping successful professionals, business owners and executives as well as small foundations. I help them see past the confusing signals of the marketplace. I help them focus on what are the best strategies for them to reach their goals. I design and build a customized and strategic wealth plan and then I implement those strategies. Our goal is to reduce risk and secure their financial future so they can live their dreams and pursue their passions. WHY ME? Experience matters! 27 years investment and wealth management experience though the ups and downs of challenging times. 35 years practicing mindfulness meditation, quite a blessing when the going gets tough. 25 years leading non-profits in successful fundraising and leadership roles. 10 years teaching the foundations of personal prosperity to hundreds of students locally. HOW TO CONTACT ME? You can invite me to connect through a LinkedIn invitation. You can call me at 415-482-8622. You can send me an email at tom@true-wealth.net. Finally, visit my website at www.true-wealth.net. SPECIALTIES Retirement Income Planning Investment Policy Design and Management Family Legacy and Philanthropic Design Zero Drama Financial Plans Zero Estate Tax Family Wealth Transfer Strategies High Net Worth Supplemental Retirement Income Plans Defined Benefit Plans Business Exit Planning Securities and advisory services offered through LPL Financial, Registered Investment Advisor, Member FINRA/SIPC (for hyperlinks to FINRA/SIPC visit the website section below). Registered to transact securities in AZ, CA, IN, NY. Registered as an LPL Investment Advisor Representative in CA.

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