Complimentary Consultation

Request a free and private initial consultation with Mr. Tom Trax to discuss your financial situation. You can expect to talk about:

Your Goals. Tom will concentrate on understanding your needs and goals, rather than promoting specific products or investments.

Our Experience. With 24 years of experience in the financial industry, Tom Trax specializes in Asset Management for individuals and businesses.

Options & Advice. Trained in a wide variety of financial planning strategies, Tom Trax can lay out the facts, assess your options and provide advice. Our conversation may cover such topics as preparing for a more secure retirement, reducing taxes or college planning.

No Obligation. This is a complimentary consultation. There is no cost or obligation, just sound financial advice