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
Thomas Financial Planning!
James N. Thomas, CFP®