I hired Tom to take a look at my finances and see if there was anything I was missing, any advantageous financial vehicles I was missing out on or any way that my asset allocation could be improved. Tom did a great job identifying exactly the things that I needed but had overlooked, such as disability insurance and a Roth IRA account. He put together a complete overview of my financial situation with his advice in a very useful and easy-to-use package in a very timely fashion. I think just about anyone would be well-served to have an expert who deals in finance all day long take a look at their circumstances and make sure they are doing everything they can to maximize their wealth. I know Tom's advice helped me. read more