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Thomas J. Marron
Income Planning for your life

4494 Post Road
East Greenwich, RI 02818
Phone:
  • (401) 885.2111
Fax:
  • (401) 885.2111





Thomas J. Marron
Financial Advisor
Woodbury Financial Services


At the bottom of the dotcom crash in 2002, I was searching for a career that would provide an opportunity to make a positive difference in the lives of others.

With millions of Americans having just lost half of their life savings, financial pain and suffering were everywhere. Retirements were postponed; dreams were put on hold; futures were uncertain. How could so many of us have been so unprepared? This was more than a stock market crash; this was a family financial crisis.

Could I be part of the solution? Could I help rebuild those hopes, dreams, and plans for the future? Could I provide financial tools, resources, and guidance that could help individuals and families to not only survive, but thrive, during the market corrections and crashes that lie ahead? Of course, I could. So, I began.

As an Independent Financial Advisor, I have the privilege and responsibility to work for a select group of individuals who are committed to building the financial security and freedom necessary for the quality of life they desire and deserve. Each day, I commit myself to earning that trust and to fulfilling that responsibility.
 
Making a positive difference in the lives of my clients and their families is deeply fulfilling. Working one-on-one to custom design action plans that focus on their highest priorities is my job. Their financial success is my goal. I love what I do.


To identify each person's unique goals, challenges and concerns, I listen to understand. Together, we build a foundation of financial fundamentals that make educated decisions possible. We co-design a plan with strategies that are in their best interests and will take them from where they are to where they want to be. With a whole-hearted commitment to "making it happen," we begin.

Our action plan is but a beginning. Essential to our progress, and ultimate success, are the on-going steps we take to monitor, review, adjust, and constantly improve it. We meet twice a year and connect quarterly. Our communication lines are always open. I am here for those I serve.

Because income for a two-person, three decade retirement must be reliable, predictable, flexible, and tax efficient, income planning is critical and challenging work. The results impact every aspect of our lives and the lives of those we love. Transforming those challenges into opportunities is what I do.

While money is not everything, it
does seem to influence almost everything. For that reason, our wholistic approach is also responsive to each individual's desire to protect their family, build wealth, manage taxes, leave a legacy, preserve their estate, prepare for long term care, and support the charitable causes they care about most.

Fiduciary Responsibility
I have a fiduciary responsibility to each of my clients as their Investment Advisor Representative,
This means I must act soley in their best interests when offering personalized financial advice.
This is a legal standard that requires me to place my client's financial security and welfare ahead of my own.

 




 

 

How Woodbury Financial Supports Your Advisor

Your financial advisor is supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind — your success.

With over 1,800 independent financial advisors across the country managing over $60 billion of assets, Woodbury is one of the nations's leading wealth managment firms, serving advisors and investors for over fifty years. Advisor Group is one the largest networks of independent wealth management firms in the United States providing more than 7,000 affiliated advisors with state-of-the-art technologies, personalized service, and broad-based operational support.

Click to visit Woodbury Financial

Isn't it about time you invested in yourself? 
If not now, when? Call or email me to book your complimentary financi
al check up:               

Office: (401) 885.2111               Mobile: (401) 529.7177      
tmarron@woodburyfinancial.net
 
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck