We are specialists, and have chosen to limit ourselves to a handful of cutting-edge disciplines. We exist to provide our clients with the education, tools, and solutions they need to make informed decisions about their retirement and liquid savings, how to guarantee lifetime income, insure against a long-term illness, and tax-efficiently transfer wealth to their heirs or charities.
President and Chief Executive Officer
Thomas K. Brueckner, CLTC, is a nationally recognized financial educator and market historian, published author, radio talk show host, seminar speaker, national columnist, mentor to other advisors, and an insurance advisor to more than 600 of his own successfully retired clients, now spread throughout 18 states and six countries. He has taught strategies in Safe Money Management® at colleges, conference centers, and retirement workshops from Augusta, Maine, to Ontario, California. His ideas and articles have appeared in the Wall Street Journal, National Underwriter, Senior Market Advisor, Broker World, Agent Journal, and the East Valley Tribune, as well as dozens of other national and regional publications.
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Since 2002, Mr. Brueckner has been repeatedly ranked in the top one percent of financial advisors in the world by the Million Dollar Round Table (M.D.R.T.), “The Premier International Association of Financial Professionals,” placing him in a select group of fewer than 1,200 high achievers from 79 nations around the globe, within that 38,000-member organization.
Thom and his wife, Laurie, have three grown children, and make their home in Scottsdale, AZ and Merrimack, NH.