RESOURCES

What do your numbers tell you?

What do your numbers tell you?

Stay informed with these resources

At Thomas Financial Services, we plan by the numbers. The calculators below are a place to start, prior to your first appointment with us. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future with your finances.

Stay informed with these resources

At Thomas Financial Services, we plan by the numbers. The calculators below are a place to start, prior to your first appointment with us. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future with your finances.

Calculators

Sequence of Returns

Photo By: John Doe

Life Insurance

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Retirement Income

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401(k) Planning

Photo by: John Doe

Calculators

Sequence of Returns

Photo By: John Doe

Life Insurance

Photo By: John Doe

Retirement Income

Photo By: John Doe

401(k) Planning

Photo by: John Doe

Get a complimentary “10 Steps to a Successful Retirement” guide from Thomas Financial Services!

Download your complimentary guide!

Get a complimentary “10 Steps to a Successful Retirement” guide from Thomas Financial Services!

Download your complimentary guide!

Get a complimentary “10 Steps to a Successful Retirement” guide from Thomas Financial Services!

Download your complimentary guide!

CONTACT

Phone

304.472.8418

Fax

304.472.9072

bthomas@c1s.net

16 Hartman Plz, Buckhannon, WV 26201

QUICK LINKS

SERVICES

FINANCIAL & WEALTH PLANNING

INVESTMENT MANAGEMENT

PORTFOLIO MANAGEMENT

RETIREMENT INCOME PLANNING

INSURANCE

ESTATE AND LEGACY PLANNING

TAX PLANNING & STRATEGIES

SOCIAL SECURITY MAXIMIZATION

CONTACT

Phone

304.472.8418

Fax

304.472.9072

bthomas@c1s.net

16 Hartman Plz, Buckhannon, WV 26201

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Thomas Financial Services and CreativeOne Securities, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20613 - 2020/12/4

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Thomas Financial Services and CreativeOne Securities, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20613 - 2020/12/4

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