Tom Wills
State(s) Licensed: CA Insurance Lic. #4220277, CO, TN, UT
2131 Palomar Airport Rd Suite 232
Carlsbad, CA 92011
State(s) Licensed: CA Insurance Lic. #4220277, CO, TN, UT
A Financial Advisor is a Relationship
Every great golfer has a great caddy, and a great caddy understands their golfer. They are familiar with the course, can read the conditions, and then make recommendations based on those insights. And these insights are specifically crafted for the strengths and weaknesses of the golfer they support. Like stepping onto a golf course, every one of us approaches our financial decisions with different resources, abilities, and experiences. I like to see myself as your Financial Caddy. Just like a caddy can tell you what club to swing, the direction of the wind, and where the hazards are, I take that same approach for the financial advice I deliver. I understand the markets, know the products and solutions for each financial situation, and love watching you take your swing and achieve your financial goals.
Some of the things that we will address together are:
· What do you want to accomplish?
· When do you want to retire?
· What do you want your retirement to look like?
· What kind of legacy do you want to leave?
Let’s get together to talk about what you want to accomplish and then put a plan in place to do that.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Carlsbad Office
- Phone:
- 760-691-5271
- Mobile:
- 760-691-5271