Thomas Financial Planning
Thomas Financial Planning is a certified financial planning practice providing individuals, families and small business owners the expertise and support they need to achieve their financial goals. Jim’s practice is to evaluate your complete financial situation and make recommendations in any area that affects your financial well-being.
As a Registered Investment Advisor, Thomas Financial Planning is able to provide investment advice and asset management. Being independent and a sole practitioner, Jim has the flexibility to select investments that exactly meet your needs. Jim is a “fee-only” planner providing only what is in your best interest; he doesn’t sell any investment products.
CFP practitioners agree to abide by a strict code of professional conduct. The Code requires practitioners to act fairly and diligently when providing financial advice and services, putting your needs first.
In 2012, Thomas Financial Planning formed a partnership with Financial Fiduciaries, LLC to provide service to his clients when he retires. Both practices are “fee-only” and act as fiduciaries to their clients. That is, unlike other financial advisors, we always put our clients’ best interests first.