Tom Cusick

Background

About Tom Cusick

Have you tried taking a road trip recently without the aid of Google Maps or Waze? Sure, there are road signs meant to guide the way, but there is always that feeling of second guessing the turn you just made. And what happens when you leave the highway and start along backroads? It is not easy to navigate in life without some level of assistance. Too many families try to navigate their financial lives without any sort of road map or guidance. I strive to provide guidance and create a financial roadmap for families to follow to help them achieve their financial goals and objectives. Whether a family is saving for a far-off retirement and college education for their young ones, or a couple who is planning their retirement, I am there every step of the way to assist and adapt recommendations as their lives change. My love for financial planning is not just in the numbers (while I do enjoy math), but in the relationships, personal connections and trust I build with clients. I am humbled to share in the most intimate moments of clients’ lives. The excitement of a client finally given that promotion they have long deserved and helping them navigate the best use of their increased income. The heartbreak of a widow who lost her husband of 50+ years and holding her hand through the estate process. The joy in new parents trying to make sure they will have enough set aside when their newborn grows up and heads to college. And, as a Partner of The Kelly Group, I am fortunate to be a part of a diverse, deep, and experienced team just as dedicated to helping clients fulfill their most cherished goals and dreams.The Kelly Group provides professional customized financial planning and wealth management services, based on personalized attention, honesty, integrity, knowledge and experience. Our offices are located in Bel Air, Maryland, and we also meet virtually with clients via teleconference, video conference and webinar.To contact me, you can send me a personalized connection, email me at tom@kellyria.com, or check out kellyria.com.