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

By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

Elkridge Satellite Office - Marshalee Drive

Satellite Office

6085 Marshalee Drive Suite 210
Elkridge, MD 21075-6023

L0816473595[exp0817]