Tom Steinert

Background

About Tom Steinert

When selecting a financial advisor nothing is more important than finding someone who is a good personal fit. The best made shoes aren’t worth their price if they don’t fit you. The same is true of the person you choose to partner with to manage your financial plan. As a financial advisor, I specialize in working with two groups of clients. Retirees and those within five years of retirement – these clients value working with a retirement coach on a personal, face-to-face basis to address their entire retirement picture. They typically have over in investable assets, and have complex needs. We work closely with their CPA and estate planning attorney to coordinate our work. Area businesses’ 401(k) plans – These business managers value a personal relationship with a local advisor to help them oversee their plan, and provide face-to-face financial education for their employees. We’re not some things to all people; we’re all things to some people. In fact, we limit the number of clients we work with so we may give them the time and attention they deserve. We work to understand what’s important to each of our clients, use an established process to build personalized strategies to help them achieve their goals, and then partner with them throughout their life to help keep them on track. Because personal fit is so important, following a brief phone conversation, we will meet for two complimentary appointments before you choose if our office is right for you. At the conclusion of those two confidential meetings you’ll have a better understanding of your financial picture, and together we’ll decide if we are the right fit for each other. The relationships we have with our clients, their families, and their employees are what make us smile. Our friends are our clients, and our clients are our friends! On a personal note, Tracy and I have been married for more than 30 years, and have two grown For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see