• Welcome to my website!

    Eric S. Tom, CFP®, ChFC®, CASL®, CLTC

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    I invite you to explore this online resource and learn more about me. Determine your Retirement or College Funding needs with our Calculators. Browse our Research Articles section for knowledge of many relevant issues. Periodically review my Newsletter Articles for timely information.

    For my clients, receive immediate Policy and Account Value information.

    Please feel free to Contact Me with any questions or suggestions!


    • Over 27 years of retirement planning experience with the following designations/certifications
    • CASL Chartered Advisor for Senior Living
    • ChFC  Chartered Financial Consultant
    • CLU  Chartered Life Underwriter
    • CMFC  Chartered Mutual Fund Counselor
    • RHU  Registered Health Underwriter
    • REBC  Registered Employee Benefits Consultant
    • CLTC  Certified in Long Term Care
    • LUTCF Life Underwriter Training Council Fellow
    • Licensed to Sell Life and Health Insurance in NY, NJ, CT & FL
    • Licensed to sell Auto & Home Insurance in NY
    • Series 7 Securities licensed


    • Member of Ed Slott’s Master Elite IRA Advisor Group               
    • Member of NAIFA – National Association of Insurance and Financial Advisors
    • Life Member of Million Dollar Round Table



    I am committed to providing financial education that empowers people to make informed financial decisions.

    I invite you to join my team for one of our seminars. These seminars include such topics as Retirement Planning, Social Security and Estate Planning.

    Please check our list of upcoming seminars. We would love to have you join us!