Through one-on-one visits, Tom helps his members with key areas of life planning, including protection, savings, retirement planning and estate planning. When you sit down with a Tom, he will help you to:
•Define your needs and goals. Tom will provide you with a personalized, comprehensive financial analysis.
•Assess your current financial situation.
•Create an affordable plan that will grow with you in the future. By offering guidance in budgeting, managing debt, investing, purchasing insurance and more, Tom can help you create a plan to reach your goals. He or she will help you select the life insurance, annuity and investment* products that are right for you.
•Help you get started, then review and adjust your plan over time.
Life Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.