Eric S. Tom, CFP®,RICP®, 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 and my team. 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!

PROFESSIONAL BACKGROUND/AWARDS

Over 33 years of retirement planning experience with the following designations/certifications:

• CFP® - CERTIFIED FINANCIAL PLANNER^TM
  
• RICP® - Retirement Income Certified Professional
• 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

ORGANIZATIONS   

• Member of Ed Slott’s Master Elite IRA Advisor Group               
  
• Life Member of Million Dollar Round Table

 View Our Customer Relationship Summary

JOIN US FOR AN UPCOMING SEMINAR/WEBINAR

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  and webinars. 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!