For over 30 years, Tom Hurt has been helping his clients reach their goals, whether they are to finance a child’s college education with greater ease or retire with adequate resources to truly enjoy the golden years. Tom has developed a unique brand of personalized services for his clients including financial planning, retirement planning including 401k rollovers, insurance and annuities, stocks, mutual funds, bonds, and more. With its fee-based, versus commission-based, structure his company, the Advantage Financial Group, absorbs all trading costs; that means no surprises for his satisfied clients.
“Because there is no “one size fits all” approach to financial planning, we ask a lot of questions and listen very carefully to our clients,” Tom said. “We will ask about your goals and objectives, your health, and future plans, your dreams, and plans for your children. We will discuss your tolerance for risk. If you are a business owner, we will discuss your exit strategy. And we will develop customized solutions to meet your needs.”
Tom has managed Advantage Financial Group since 1988. They currently have offices in both Carlsbad and Wallingford, CT. Together with his wife, Susan, his assistant, Jackie Podesa, and most recently, his son, Ray, the firm has evolved to become a recognized provider of excellent, personalized service to clients in 22 states. With over 90 million in assets Tom is pleased to say that over 80% of his 300+ clients have been with Advantage Financial Group for over 20 years.
Thankfully, Covid-19 has not adversely affected how Tom and his staff communicate with their clients. Conference calls and Zoom meetings are effective ways to connect virtually. However, in-person consultations are also available with all safety precautions taken. Don’t worry about your financial future. Let Tom, Susan, and the staff at Advantage Financial Group help guide the way and help you achieve your goals and reach your objectives.