Thomas Financial Planning Services

My Mission

Small Businesses
Financial Planning Process
Asset Management
Education and Experience
Investing in Today's Environment
Information from the CFP® Board

What is Financial Planning?
Certified Financial Planner
How to Choose a Planner
Contact Me

Thomas Financial Planning is a certified financial planning practice providing individuals, families and small business owners the expertise and support they need to achieve their financial goals. My practice is to evaluate your complete financial situation and make recommendations in any area that affects your financial well-being.

As a Registered Investment Advisor, Thomas Financial Planning is able to provide investment advice and asset management. Being independent and a sole practitioner, I have the flexibility to select investments that exactly meet your needs. I do not sell any investment products. I am a "fee-only" planner providing only what is in your best interest.

CFP practitioners agree to abide by a strict code of professional conduct. The Code requires practitioners to act fairly and diligently when providing financial advice and services, putting your interests first.

Welcome to
Thomas Financial Planning!

James N. Thomas, CFP®

5738 South Black Oak Lake Road
Land O' Lakes, WI 54540