Integrity Financial Management

tirement planning, and estate planning, as well as asset protection strategies. His goal is to assist his clients in the managing of their “Family Financial Matters”.

“I discovered early on that if I exceed my clients’ expectations, I will have clients for life. Since achieving financial independence is an ongoing process, I want to develop close, personal client/adviser relationships,”

Tom says. “Learning my clients’ financial needs, ultimate objectives, and risk tolerance is the basis upon which I strive to build the most efficient strategies for them. They know that I will keep their interests in the forefront, and I find it extremely gratifying to help each client face the future with confidence.”

Tom earned a bachelor’s degree in economics from the University of Illinois and a master’s degree in finance from DePaul University. He shares his knowledge through seminars on wealth building and preservation. He has recently been awardedhis AIF® designation from the Center for Fiduciary Studies. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Securities and Advisory services offered through LPL Financial. finra.org sipc.org

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