My Services Include

 

Life Insurance & Medicare Health Insurance:

Protecting your health and financial well-being is my priority. I offer comprehensive life and Medicare health insurance solutions tailored to your needs.

Social Security Optimization:

Maximize your Social Security benefits with expert guidance and optimization strategies.

Investment Assets Management:

 I will help you navigate the complexities of investment planning, ensuring your assets align with your long-term financial goals.

 

Why Choose Me

 

Personalized Approach:

 I believe in building meaningful relationships with my clients. My personalized approach ensures that your financial plan reflects your unique circumstances and aspirations.

 
 

Comprehensive Retirement Solutions:

 I understand that retirement planning is more than just investing. My comprehensive approach considers all aspects of your financial life, including assets, expenses, and potential risks.

 
 

Peace of Mind:

With my expertise and guidance, you can enjoy peace of mind knowing that your financial future is in good hands.

 
 

Contact Us

 

Contact Me

Ready to take the first step towards a secure financial future?

[Contact Me] to schedule your free consultation.

Let me be your guide on the path to financial security and peace of mind.

 
 

FAQ’s

 

 

QUESTION:

What is the difference between a financial planning advisor and an investment advisor?

 

Answer:

While investment advisors focus primarily on managing assets, financial planning advisors take a holistic approach to financial planning, considering various aspects of your financial life beyond investments.

 

 

QUESTION:

Why is comprehensive retirement planning important?

 

Answer:

Comprehensive retirement planning ensures that all aspects of your financial life are considered, from income sources to expenses and potential risks, providing a roadmap for a secure and fulfilling retirement.

 

 

QUESTION:

How can I get started with Tom Villeneuve?

 

Answer:

Simply schedule a free consultation with me to discuss your financial goals and learn how I can help you achieve them.

 

 

Have a question of your own?

Call Tom!
(603) 491-4092