Helping You Pursue True Wealth
True Wealth is more than just money. It’s the freedom to travel. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.
HUMPHREY G. THOMAS
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HG THOMAS WEALTH MANAGEMENT:
HELPING CLIENTS INVEST WITH CONFIDENCE
About HG THOMAS WEALTH MANAGEMENT
Your Retirement Planning Specialist
Not Your Typical Financial Firm
* The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
We understand the uncertainty of planning for the future and remain available into that future.
HUMPHREY G. THOMAS has been featured in
Humphrey G. Thomas, CDFA™, ChFEBC℠, AAMS®
Retirement Doesn’t Have to be Intimidating
Many people put off retirement planning because they are intimidated by the process and scared that they won’t have the retirement they’ve dreamed of. That doesn’t have to be you!
I am here to serve you.
No matter where you are in planning for retirement, I am here for you. I have the education and credentials to help you plan, but there is something else that sets me apart – my passion.
I’ve met too many people who retired and didn’t maximize their funds and benefits because they didn’t understand the process. Education is my number one goal with each client. In fact, I created a proprietary 9-step plan that will help you retire with confidence.
Is it Too Late?
I wish I could tell you how many times I’ve been asked that question.
Let’s be honest.
It’s undeniably true that the earlier you begin to plan, the better. But that doesn’t mean you’re out of options. Instead of wasting time on “if only…” we will begin building a better future starting now. It’s never too late to make a positive difference for your future.
Here are five reasons that I am the best person to help you plan for the future:
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