Thomas A Trax, Wealth Advisor, Cep- LPL Financial
By using personal wealth management strategies, here at LPL Financial we can help ensure the income you earn from your retirement savings works hard for you. We have a comprehensive array of innovative planning products and services - while considering such factors as financial status, family and business needs, financial goals and your time horizon - to efficiently manage your personal wealth. Through comprehensive life planning and access to trust services*, asset management , Tom Trax, CEP can help you effectively manage your wealth. *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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- 401k and Ira Planning
- Financial Planning
- Investment Management
- Retirement Income Strategies
- Retirement Planning
- Wealth Management
Sentiment Analysis
Helped me navigate retirement plan.
One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach.
It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters.
I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.
Been with Tom and LPL for over 10 years and have a great financial program with him.
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