Our Services
What You Can Expect
We view our first meeting with you as our opportunity to earn your business and every meeting thereafter to keep earning your business.
Our first meeting with a new client is typically over lunch, coffee, or at their residence, where we spend some time to get to know each other. Questions are encouraged. If we both feel we might work well together, from there we talk about the client’s needs. Information will be gathered that is pertinent to those needs; objectives, statements, how they feel about risk, etc. Then typically we’ll schedule an appointment a week out to clarify what we think are the best options. A clear discussion of both advantages and disadvantages of anything presented follows.
We show you what we think makes sense for your individual situation. If you care to pursue that course of action, we'll handle all the details. Otherwise, we genuinely appreciate your time and consideration.
How We're Paid
Most often we’re compensated either through the product sold or through asset-based fees. You’ll never get a surprise bill from us. And in no small way, we’re paid when we know we’ve made a client happy.
We view our first meeting with you as our opportunity to earn your business and every meeting thereafter to keep earning your business.
Our first meeting with a new client is typically over lunch, coffee, or at their residence, where we spend some time to get to know each other. Questions are encouraged. If we both feel we might work well together, from there we talk about the client’s needs. Information will be gathered that is pertinent to those needs; objectives, statements, how they feel about risk, etc. Then typically we’ll schedule an appointment a week out to clarify what we think are the best options. A clear discussion of both advantages and disadvantages of anything presented follows.
We show you what we think makes sense for your individual situation. If you care to pursue that course of action, we'll handle all the details. Otherwise, we genuinely appreciate your time and consideration.
How We're Paid
Most often we’re compensated either through the product sold or through asset-based fees. You’ll never get a surprise bill from us. And in no small way, we’re paid when we know we’ve made a client happy.
Securities/Investments
We provide services for the following areas:
Through Pershing, our custodian, we’re able to offer these services through many types of accounts. These accounts include but are
not limited to Traditional IRAs, Roth IRAs, SEP, SIMPLE, 401(k),
403(b), Trust, Individual, and Joint accounts.
We’re able to offer individual stocks, bonds, mutual funds, ETFs,
REITs, Direct Participation Plans, Limited Partnerships, Separate Account Management, as well as fixed and variable annuities.
We provide services for the following areas:
- Fee-based or commission-based portfolio management
- Portfolio evaluation
- Retirement plan establishment and management
Through Pershing, our custodian, we’re able to offer these services through many types of accounts. These accounts include but are
not limited to Traditional IRAs, Roth IRAs, SEP, SIMPLE, 401(k),
403(b), Trust, Individual, and Joint accounts.
We’re able to offer individual stocks, bonds, mutual funds, ETFs,
REITs, Direct Participation Plans, Limited Partnerships, Separate Account Management, as well as fixed and variable annuities.
Insurance
Our independence affords us the ability to choose the best insurance products for clients from a wide array of insurance companies and product offerings. The types of insurance we offer include:
Aside from helping a client find the right product to suit his or her needs, we are pleased to review existing policies. This is an excellent way to refresh yourself on what you’re paying for, if it is doing the job you meant it for, and how competitively it is priced.
Our independence affords us the ability to choose the best insurance products for clients from a wide array of insurance companies and product offerings. The types of insurance we offer include:
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
Aside from helping a client find the right product to suit his or her needs, we are pleased to review existing policies. This is an excellent way to refresh yourself on what you’re paying for, if it is doing the job you meant it for, and how competitively it is priced.
Legal Disclosure
We offer securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of FL, GA, IL, IA, MD, NJ, OR, TX, VA, WA, and WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thomas Capital Management, LLC are not affiliated.
We offer securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of FL, GA, IL, IA, MD, NJ, OR, TX, VA, WA, and WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thomas Capital Management, LLC are not affiliated.
