to guide today and guard tomorrow
Thomas Hallberg, AAMS
Financial Advisor
Serving Families & Individual Investors since 1998 Schedule An Appointment
Planning with Purpose
For over 25 years Tom has been tending to the financial needs & values of a wide range of clients in every stage of life. Guided by an eternal focus, Tom is a passionate listener, counselor and coach – guiding his clients toward the financial future they've worked so hard for, while cultivating peace and gratitude for the blessings of the present.
Tom is an Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He also has extensive training in interpersonal relationships, multi-generational wealth transfer, and financial coaching. He utilizes that knowledge to bring sound decision making to the various circumstances life offers.
Confidence in Every Step
Whether teaching, planning or managing, Tom provides a wide range of financial experience and expertise.
Investment Management & Asset Management Advice
- Descretionary and Non-Descretionary Account
- Common Stock, Rising Income, ETFs, Mutual funds, Corporate and Municipal Fixed Income
- All Account Types including Living Trust, Roth and Traditional IRA, Transfer on Death, and single and joint registrations
Financial Planning & Consulting Services
- Estate Preservation
- Retirement Income
- Tax Reduction
- Charitable Giving
- Education Planning
- Longevity Planning
- Second Opinions
- Portfolio Diversification Review
Financial Education
Large Group, Indvidual or Work Place
- Personal Finance
- Financial Statements
- Do-it-yourself Investing
- Preparing the Heirs
No Commissions, Negotiable Fees
Friendly, Responsive Service
