The Fundamentals of Developing a Successful Financial Plan With Thomas Southard

Life happens so fast; it’s relatively simple at first, but as we go through various life-stages we rarely pause and make the adjustments necessary for the future. By planning, clients can become more confident and seek solutions to help them achieve their desired outcomes.

In this episode, we speak with Tom Southard, CRC, a financial professional with Thrive Wealth Solutions, on the significance of creating a successful financial plan that may work through various life stages to help you create confidence in accomplishing your life-fulfilling goals!

Tom discusses: 

His ideal client, and how he helps them accomplish their overall life-fulfilling goals

Why risk minimization and mitigation are so important 

The different aspects of planning

How he incorporates his client’s goals and dreams into the plan itself

Long-term care expenses

And more

Resources: 

 Blog: Tom Southard

Connect With Thomas Southard: 

[e-mail]

[phone]

Thrive Wealth Solutions  

Linkedin: Thomas Southard

Schedule time on Calendar

About Our Guest:  

Tom Southard: Tom is a financial professional, CRC, at Thrive Wealth Solutions in San Jose, California. His 30+ years of expertise in the tech industry enables him to add substantial value to his clients through easily relating to their needs and goals.