National Associates’ purpose is to provide our clients with tax-advantaged services and products to “Master our Greatest Financial Challenge – A Secure Retirement” (This section has to be rewritten the introductory paragraph is promissory in nature Language is not approved.
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National Associates purpose is to assist clients in achieving their financial goals and assisting them in minimizing their taxes. Our goals is to assist clients in achieving their financial goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We are concerned about the potential for taxes to rise in the future and focus our planning to help you prepare for this in our work with you.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement income planning—or looking to better understand certain planning ideas—we can help you address your most pressing financial questions.
Since entering the insurance and financial services industry in 1966, Tom has dedicated himself to providing the finest service and financial advice to his clients. He is a graduate of the University of Notre Dame, where he received his Bachelor’s degree in finance and business administration. He attended South Texas College of Law. Received his Chartered Life Underwriter designation form The American College of Life Underwriters, (CLU), and is a Certified Financial Planne,r (CFP) He continues his career-related education and frequently attends industry and company seminars.
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.
The same can be said about your retirement strategy.
These Cavalier King Charles Spaniels are registered AKC therapy dogs. My wife, Judy, and I have trained the dogs and received certification for them to visit hospitals, nursing homes, elementary schools for reading programs, secondary schools and local colleges for stress relief during exam periods.
They also participate at local airports with United Airlines to help reduce holiday travel stress during Thanksgiving, Christmas and Spring Break.