Broker Check

Products & Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We provide assistance in the following areas:

Investments

Equities

ETFs

Mutual Funds

Real Estate Investment Trusts

UITs

Structured Products

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Annuities

1035 Exchange

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jack@jackthomasfinancial.com   |  208-720-6918