Services Include:
- Financial plan creation and reviews
- Estate planning and considerations
- Trust and asset management services
- Retirement planning
- Rollover services and account consolidation
- LPL Private Client services
For a list of all available investment options and account platforms, please see the Investments page.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, CFPⓇ, I am equipped to give you the direction necessary to work towards your financial goals. This service is provided in two different ways: As a complementary service for clients who do their investing with Nick Thom, CFPⓇ and Tailored Financial Services or at an hourly rate for clients who hold their investments elsewhere.
Learn more about what it means to be a CERTIFIED FINANCIAL PLANNER™ practitioner (CFPⓇ)
To work with Nick to determine what services, account types and investment options are appropriate for you, feel free to reach out to Nick by clicking here.