“Each player in the orchestra pays rapt attention to the conductor. At the beckoning of his baton, the string section and the woodwinds, the brass and the percussion are ready to join in perfect harmony. Without him, the performance would fall apart in discord. And why so? The conductor didn’t write the score. Even if he is able to play any of those instruments, he is probably not the best. But he has a perspective that the musicians lack from their positions of expertise in the ensemble. The conductor understands where the whole piece needs to go. He knows how all the instruments need to blend in rhythm and tempo for best effect. He coordinates the specialists and brings in whoever is needed at just the right time. It is a role that we certainly understand, though we are conductors of your money and legacy, not music.”
This is Tom’s philosophy, he has put together the finest team of experts that play their
instruments very well. Coordinating the whole team to bring about the optimal solution for the client is what drives Tom’s whole business model. The key is finding the experts who are team players, and then introducing them to the process at just the right time.
Tom has spent years finding those missing experts to be part of his team.
When a client finishes Tom’s LegacyBuilder process, they know they have a holistic
solution.
In the last 23 years, Tom has worked in almost every corner of the financial industry. He is a master educator and people connector. He has worked in banking, offshore asset protection, mortgage lending, securities sales, life and disability insurance sales and design, and retirement planning. Since much of this work starts with tax planning, Tom has expanded his team with a nationally renowned group of CPAs and Tax Attorneys focused on Proactive Tax Planning yielding huge savings for business
owners.
Tom holds a BS in Finance from Montana State University, and is co-author of the
book “Orchestrate Your Legacy”. Legacy planning entails long-term tax planning
and asset protection for the immediate and extended family.
It all starts with an initial phone call and a few questions.
Our Company Values
If you are looking for financial advice, we understand that you have many options. We strive to earn your relationship throughout our planning process.
This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.
888.245.2366
905 George Street, Suite 1007
De Pere, WI 54115
tom@orchestrateyourlegacy.com
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