Thomas Post Financial Planning

About

Making & Meeting Goals

We start by documenting your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

We are passionate about helping both companies and individuals diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal? To safeguard your finances that you have worked so hard to accumulate. We use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

About Me

Since 1999, I've been helping businesses and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy sailing, cooking, and playing cards with my family.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Why do I need a Financial Consultant?

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

What are my options?

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.

Can you help me plan for retirement?

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.