Tom Britt recently had the honor of being a guest on iCRV radio’s program, “Meet the Expert.” In this episode, Tom discusses how recent market volatility has led to an increased awareness of financial plans and cash flow sustainability. Additionally, Tom shares his insight on ABLE (Achieving a Better Life Experience) accounts, which are a great planning option for parents of special needs children. Listen to the show below to learn more.
About Thomas J. Britt, CFP ®, MPAS ℠ , CIMA ®, MBA
Tom’s life experience includes over 19 years in the financial services industry, 10 years in engineering as an Operations Supervisor for a Fortune 500 subsidiary and he is a proud Veteran of the United States Navy Submarine Force. Tom draws on his professional experience to assist clients in creating and executing wealth management strategies, which help guide his clients towards achieving their financial goals.
Tom is a Certified Financial Planner ™ professional. He earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He also attained his MBA through Rensselaer Polytechnic Institute and holds a BS in Finance from the University of New Haven. He holds the Certified Investment Management Analyst (CIMA®) designation which was earned through coursework at the Wharton School of Business. Tom is also a Chartered Retirement Planning Counselor (CRPC®), a designation earned through coursework at the College for Financial Planning.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, www.iapd.com, searching with our company name or unique identifier, CRD # 160192. Past performance is not a guarantee of future results.
Securities offered through Private Client Services, Member FINRA, SIPC in the following states: AZ, CA, CT, FL, KY, MA, ME, MI, MN, NH, NJ, NY, RI, TX. (Securities-related services may not be provided to individuals residing in any state not previously listed) Advisory services offered through Benchmark Wealth Management, LLC a Registered Investment Advisor. Private Client Services is an unaffiliated entity.