Retirement Planning Tailored For You. The Robert Thomas Financial Difference.

Hi, I’m Robert Thomas, founder. It’s nice to meet you!

I’m proud to do things the old-fashioned way. That means I take my time and get to know my clients. I don’t assume I can help them right off the bat—I know I need to talk to them first, find out their goals, and make a financial plan that fits their needs. I’m a fiduciary. I know managing other people’s money is a sacred duty. I believe I am an honest, hard-working Christian, and I respect others and their dreams. I specialize in working with retirees and pre-retirees, but at my firm I try to cover the whole realm of planning for the future—retirement, estate, long-term care and legacy planning. I try to be whatever our clients need me to be.

I’ve been serving the financial needs of clients for nearly 40 years. Before I joined the financial services industry, I studied electrical engineering at the University of Maryland and Washington State. I hold my Series 7, 63, and 24 designations, as well as life and health licenses. 

Family is important to me. My grandparents weren’t prepared as much as they should have been for retirement, and that motivates me to try to help my clients end up in a better position whenever possible. When I’m not at work, I enjoy spending time with my wife, Connie, my two daughters, and my three grandchildren. I serve my church and my community. I am also a U.S. Army Veteran. 

Now that you know a little about me, I’d love to meet you!