Financial Planning

Thomas & Company's forté is providing its clients with comprehensive solutions for all of their individual needs. One way we're able to accomplish this is through the consolidation of our tax planning services with wealth management. Chris Thomas, whom in addition to being a Certified Public Accountant is also a Certified Financial Planner (CFP) and founder of Align Wealth Management, offers his clients completely integrated tax and financial planning services. We help clients achieve their ultimate goals by creating customized financial plans that encompass:

• Assessing and managing all of their risk factors
• Analyzing and helping in the management of their investments
• Integrating tax planning and management in their portfolios
• Legacy planning and implementation through Estate Planning

Learn more about Align Wealth Management: