Tia Tomlin, CFP®
Services
Comprehensive Financial Planning Services
Prepare and present financial plans addressing a variety of needs such as:
Personal budgets
Retirement and education funding goals
Asset titling for a smooth post-mortem transfer of ownership
Determine whether or not to refinance or pay off a mortgage
Beneficiary review for retirement assets and insurance policies
Reduce taxes where possible
Work with clients' legal advisors for their legacy planning needs
Verify optimal insurance coverages
Provide second opinions on other advisors' recommendations
Offer referrals to debt management specialists when needed
Investment Management Services
Design and manage personalized portfolios to meet your financial needs over the course of your lifetime
Review and advise on retirement benefit options
Monitor your investment portfolio
Provide income you cannot outlive through insurance products
Provide communications tailored to your comfort level
Review your investment objectives, progress towards your goals and recommend portfolio changes to your portfolio if needed
Risk Management (Asset Protection) Services
Review and recommend various risk coverage alternatives including:
Life insurance
Disability insurance policies
Long term care insurance
Home, auto and liability (umbrella) coverage