Thomas (Tom) Haggerty

I am a Financial Advisor that also seeks to ensure other Financial Advisors do business the prudent way all of the time managing risk as the architects of our clients' financial well-being. As an Accredited Wealth Management Advisor℠ (AWMA®), a Chartered Retirement Planning Counselor℠ (CRPC®), Certified Income Specialist™ (CIS™), Certified Annuity Specialist™ (CAS®), Certified Fund Specialist™ (CFS™) and Chartered Mutual Fund Counselor℠ (CMFC®), I employ these proficiencies in wealth management, retirement planning, investment and insurance products and asset allocation to design portfolio and financial strategies founded on one's goals and risk tolerance adhering to modern portfolio theory and behavioral finance principles. With all the noise that exists in the world today, it is easy to lose focus. I cut through that noise by helping people define and realize what financial freedom means to them using intelligent investment and protection strategies. Client communication and service are of utmost importance to me - including listening to clients’ needs, hopes and concerns and providing clear solutions void of financial jargon.