Thomas "Tom" Marney

Credentials:
  • CFP®

Focus: Insurance Strategies, Special Care, Investment Strategies

Languages: English

BUSINESS PHILOSOPHY

My goal as an advisor is to provide my clients with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet the established goals of those I work with. My personal mission is to become a lifetime resource for each and every one of my clients and their families.


INDIVIDUAL SERVICES
 

Wealth Accumulation Strategies

  • Fixed and Variable Annuities
  • Education Funding Strategies
  • IRA Consolidation/ Rollovers
  • Pension Payout Alternatives
  • Retirement Planning & Income Strategies
  • Mutual Funds/ Exchange Traded Funds

Family Protection/Wealth Preservation Strategies 

  • Comprehensive Financial Strategizing
  • Life Insurance and Risk Management
  • Long Term Care Insurance
  • Mortgage Protection (through Life Insurance & Disability Income Insurance)
  • Charitable Giving Strategies
  • Estate Conservation Strategies

 

PERSONAL INFORMATION

  • Over 35 Years of service in the Financial Services industry.
  • CERTIFIED FINANCIAL PLANNER™ Professional Designation received in 1991
  • Enjoys hiking, fishing, boating and traveling 

 

BUSINESS SERVICES

Business Continuation/Key Employee

  • Deferred Compensation Plans
  • Executive Retirement Plans
  • Key Person Life & Disability Insurance
  • Buy/Sell Agreement Funding
  • Disability Buy-Out Plans
  • Business Overhead Coverage

Retirement Plans/ Employee Benefits

  • 403(b)/401(k)/ Profit Sharing Plans
  • Money Purchase Plans
  • Defined Benefit Pension Plans
  • SEP and SIMPLE IRA Plans
  • Group Insurance (Life, DI & Dental)
  • Supplemental Health Insurance
  • Flexible Spending Accounts

See Thomas’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Thomas

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Elkridge Satellite Office - Marshalee Drive

Satellite Office

6085 Marshalee Drive Suite 210
Elkridge, MD 21075-6023

L0816473595[exp0817]