Financial Representative

Thomas Renic

Helping families protect their financial security and take steps to realize their dreams is tremendously gratifying. Whether it’s helping people to buy their first home, to send their children to college, to prepare for their retirement years or any number of goals they may have, I have found most people enjoy the sense of empowerment that comes from knowing they’re on track to reach their financial goals.

Helping people to feel confident about their finances enhances wellbeing and it’s actually what having a financial mentor is all about. I am committed to serving my clients and it’s a real privilege  to empower them to set and meet goals that will protect their financial futures.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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