Benjamin Thomas
FIC, CLTC®
Sometimes you need someone to show you the way, and it's no different when it comes to your finances. Whether you're just starting out in your career or preparing for the retirement of your dreams, I'm here to listen, understand, educate and guide.
State(s) Licensed: AZ, CA Insurance Lic. #4270162, CO, CT, FL, IA, IN, ME, MI, MN, MO, NC, NM, NV, SD, TX, UT, VA, WA, WI
430 W Warner Rd Suite 124
Tempe, AZ 85284
Sometimes you need someone to show you the way, and it's no different when it comes to your finances. Whether you're just starting out in your career or preparing for the retirement of your dreams, I'm here to listen, understand, educate and guide.
State(s) Licensed: AZ, CA Insurance Lic. #4270162, CO, CT, FL, IA, IN, ME, MI, MN, MO, NC, NM, NV, SD, TX, UT, VA, WA, WI
Helping you prepare your finances for the fun in your future
As a Financial Advisor, my goal is to establish an ongoing relationship with you in order to help you reach your financial goals. I specialize in helping people be more confident in the areas of:
- Retirement Planning
- Extended Care Strategy
- Life Insurance
- College Planning
- Advice
- Tax Efficiency
- Wealth Transfer
- Investments
- Disability Insurance
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Tempe Office
- Phone:
- 480-889-3198
- Fax:
- 480-889-3197
- Mobile:
- 480-660-4430
Hours
M – F: 9 a.m. – 5 p.m.