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Who We Serve




Thomas C. Tucker, CFP®

Tom specializes in working with clients over 55.  Both retirees and those approaching retirement.  Tom works with his clients to ensure they don't run out of money before they run out of time.  Focusing on more than just investments, Tom focuses on four simple, yet important principles:

  • Ensuring You Will Have Adequate Retirement Income
  • Protecting Your Retirement Savings
  • Maintaining Your Financial Independence

Providing You With Peace-of-Mind

 

 

Clients who benefit most from our services normally share several of the following characteristics:

Value their time and prefer to delegate their financial planning to a professional.

Realize that financial information is abundant, but financial wisdom is harder to come by.

Believe in paying a fee for objective unbiased advice rather than paying commissions for products.

Prefer to deal with a trusted advisor rather than a financial salesperson.

Want to live their financial lives in line with their personal values.

Have reasonable investment expectations.

Don't want to leave their financial futures to chance.

Investment assets of at least $250,000 - OR - Incomes of at least $75,000.
 
 
 
 

 

 
 

Geared toward serving the needs of the retirees and those approaching retirement, the practice is focused specifically toward retirement planning.  The practice works with the clients goes beyond the typical focus on simply accumulating assets, instead helping the clients plan for the even more challenging distribution phase of retirement planning - including such concerns as:

  • Retirement Income Planning
  • IRA Distribution Strategies
  • Estate Planning
  • Tax-Efficient Investing, 
  • Tax Reduction Strategies



©2017 Tucker Financial Services, Inc. All rights reserved.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.NOT INSURED BY ANY STATE OR FEDERAL AGENCY