Thomas Smith, CFP®, CLU®, CAP®

Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Thomas, his wife and two sons in background

Lessons for Phone Security

Mar 10, 2020 |Thomas Smith

As society is increasingly dependent on mobile devices, there are some considerations to protect yourself and those you love from being swindled.

Thomas Smiths four sons hugging and smiling

Teaching your child monetary maturity: Make sure they have some skin in the game

Feb 28, 2020 |Thomas Smith

What having four sons has taught me about teaching fiscal responsibility to teenagers and young adults.

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