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 Eric S. Tom, Adam T. Hurd, Russell Donath
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Recent Blogs by Eric S. Tom, Adam T. Hurd, Russell Donath
Asset Allocation: A Key to Portfolio Success
For many investors, investing typically begins with one stock or mutual fund. Over time, other selections are added because many people understand it may not be prudent to invest everything in a single security, even if it has a “blue chip” reputation. However, just “spreading money around” in a haphazard way may create only an illusion of diversification.
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Converting Retirement Assets from a Traditional IRA To a Roth IRA Presents a Unique Opportunity for 2010
New Rules Pave Way for More Individuals to Generate Tax-Free Income at Retirement.
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Business Description
BUSINESS PHILOSOPHY
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.
PRODUCTS AND SERVICES
* Fixed Annuities & Variable Annuities
* Charitable Giving Strategies*
* Disability Income Insurance
* Estate Conservation Strategies*
* Education Funding Strategies
* IRA Consolidation/Rollovers
* Long-Term Care Insurance
* Mortgage Protection (through life insurance and disability income insurance)
* Medicare Supplement Coverage
* Lump Sum Pension Distribution
* Pension Payout Alternatives
* Pension Transfer/Rollovers
* Mutual Funds
* Tax Sheltered Annuities, 403(b) Plans
* Money Market
* Auto and Home Insurance
* Term Insurance
* Universal Life Insurance
* Variable Universal Life Insurance
* Whole Life Insurance
QUALIFICATIONS
* Over 21 years of retirement planning experience with the following designations/certifications
* CFP® - CERTIFIED FINANCIAL PLANNERTM practitioner
* 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
* National Quality Award
* Licensed to Sell Life and Health Insurance in NY, NJ, CT & FL
* Series 7 Securities registered
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc(EGA)., 300 Davidson Avenue Somerset, NJ 08873-4175. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI)(member FINRA/SIPC), New York, NY 10166. Auto & Home insurance is offered by Metropolitan Property and Casualty Insurance Company(MPCIC) and affiliates, Warwick, RI. EGA, MLIC, MSI and MPCIC are MetLife Companies. L1109074487[exp1211][CT,NJ,NY]
General Information
PERSONAL
* Family: Wife is Mary Anne, Daughter is Sabrina
* 41 year resident of New York Metropolitan Area
* Volunteer coach for the New York Junior Tennis League
ORGANIZATIONS
* 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
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