Tomas H. Parks
Managing Partner and Special Needs Planner at Strategic Planning Group
Based in Charlotte, United States
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Seniority
C-Team
Department
General Business & Management
Location
Charlotte
Industry
Financial Services
Company size
47
Contact information
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t•••••••@strategicplanninggroup.com
Phone
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Background
About Tomas H. Parks
As an experienced financial professional, you might find yourself wondering if the proverbial grass is greener at a different firm. We're looking to be the best partner for financial professionals who struggled to maintain and grow your business throughout the past two years, here are some questions you need to ask yourself about your current situation:* Does your current company's schedule feel strained or more like a family?* Do you have a simple system to generate leads?* Do you have a fully digital system to process your clients' applications?* Do you have free access to financial planning software?* Do you have access to a variety of products that consistently outperform others?* Do you have a dedicated team that has a vested interest in your success?* Is your current broker absorbing virtually all of your costs to do business? At 1847Financial, we have the right answers to all those questions. We're non-captive and we partner with the best companies so you can do everything you can to take care of your clients. We give you the tools and team that enables you to both market and manage your practice in your own way, with the ability to reach the highest levels of success in the way you want to. If you would like to explore your future career, or just want information about the resources we can provide to you, then let’s chat. Whether or not we decide to partner together, I am confident that our call will be full of insights and actionable steps that can help you grow your business. TParks@1847Financial.com | Office: 704-362-6790 | Charlotte, NC and Atlanta, GA LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 800-873-7637, 1847Financial is affiliated with HTK. Million Dollar Round Table: to qualify for membership, members must meet specific production/sales requirements, belong to at least one recognized financial or insurance organization, and agree to abide by MDRT's code of ethics. The membership is not representative of client experience and is not indicative of future performance or success.
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Robin Slater
Director of Operations · Operations
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