Thomas Heaton

Background

About Thomas Heaton

PROFESSIONAL PROFILE You should consider working with me because I have accumulated 28 years of experience and with that experience, I have developed the insight to guide my clients through difficult markets and all of the life changing events you will experience. I have dedicated my career to developing a disciplined goal-based investment process to help my clients successfully navigate through some of the most powerful bull markets and challenging bear markets in history. The cornerstone to my investment process is long term retirement planning and managing risk. In regard to risk, I put great emphasis on the use of Behavioral Finance. Behavioral Finance's main point is that the greatest destruction of wealth is when people make bad decisions based on the emotions of greed and fear. My goal is to help you develop a long term retirement plan and a level of risk that you can emotionally tolerate. Then coach you through difficult life transitions or markets that may tempt you to make a bad emotion based on decision. In addition, we can be your single point of contact for banking, credit cards, mortgages through Bank of America, as well as investments, risk management, retirement planning and estate planning services, etc. One of my greatest assets to help me help you is my assistant, Nina Sjogren. She will assist with any of your daily administrative needs. Please contact us to set-up an introductory meeting. Thomas M. Heaton, CRPC™, CPFA® Senior Vice President Senior Financial Advisor Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States. Certified Plan Fiduciary Advisor and CPFA® are registered service marks of National Association of Plan Advisors. NMLS# 638933