Personal Financial Planning for Individuals

Tom Luing is very knowledgeable in helping you achieve your personal financial goals, which leaves you free to pursue your dreams.  Even if you don't know what your financial goals are, or what they need to be, Tom helps you assess your personal financial situation, and develops a sound path to achieve your goals.

Tom helps develop your customized financial plan by taking you through a step-by-step process to help establish your goals, and make you feel confident in your financial decisions.

With that accomplished, Tom will customize appropriate strategies to suit your vision and objectives. He can help you execute a sound financial plan using the following products and financial management services:


  • Investment management
  • Tax management
  • Risk management
  • Strategies for:
    • college planning
    • retirement planning
    • social security solutions
    • estate planning
    • business planning





Tom will help you create the lifestyle you want now and in retirement.


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