Services, Free Consultation

Retirement Account Review

Over and over, I hear from folks who want to get a handle on their options for retirement accounts but need to sit down with someone for an honest, one-on-one conversation. How is a Roth IRA different from a 401k, and which one is right for your situation? What are the mutual funds in your workplace's deferred compensation program, and what do they even mean? I will walk you through best practices and construct a long-term road map for securing your retirement. One session is all it takes to clear up any uncertainty about the tools at your disposal and how to use them.

Public Speaking / Teaching

Financial literacy is a big topic with unique meaning for every person. Book me for your classroom, organization, or team and I will customize an easy-to-follow lesson on the topics of your choice. My presentation style can be augmented to fit your group's needs, whether that means a project-based approach or emphasis on visual or auditory content. I will approach the audience as an educator who wants to build understanding, not a salesman with a product to pitch. Your attendees will conclude a session feeling informed, empowered, and ahead of the curve when it comes to making financial decisions.

Contact

Email me at thomas@financialflock.com for a free consultation.