Hi, I’m Humphrey Thomas. I’m a graduate of Maastricht Universityin the Netherlands with a degree in International Business, a Registered Financial Advisor and an Investment Advisor Representative. I’m an Accredited Asset Management Specialist(AAMS®), Certified Divorce Financial Analyst, Chartered Federal Employee Benefit Consultant (sm) and I hold General Securities Series 7, Series 63, and Series 65 Licenses, as well as being licensed in Life and Health Insurance.

EXPERIENCE

As important as the right credentials are, however, it’s the more than 12 years of day-to-day work in the financial industry that have enabled me to hone a unique ability to take difficult concepts from the financial world, and explain them in simple terms. This is my passion: to help you understand your entire financial situation so that you’re equipped to make solid decisions — decisions that will set you up for security in the future.

A CRYSTAL CLEAR FOCUS

I don’t work for a big Wirehouse or Bank; I work for YOU. I will design a financial plan that is in your very best interests alone.

My threefold priority for each of my clients is very simple:

  1. Protect …
  2. Grow …
  3. Preserve

My first job is to help protect you from calamities. This means making sure that you have the right will or trust in place, as well as adequate insurance in case of the unexpected death of you or your spouse. We can talk about estate planning, and the wisdom of authorizing a power of attorney.

Secondly, I’ll work with you on a strategy that will help grow your income during retirement. I’ll help you avoid unnecessary risk, so you can retire with investments in place that will provide an annual income that keeps pace with inflation. You can have peace of mind that you won’t “outlive your money”.

Finally, we will discuss ways to help preserve your investmentsfrom being drained away by taxes. Every year people pay unnecessary taxes simply because their investments are not structured to minimize them.

DEPENDABILITY

My life and reputation are firmly planted in our community. The Rio Grande Valley is my home. I’m honored to serve as Chairman of the Brownsville Chamber of Commerce, and I’m an active member and Past President of the North Brownsville Rotary Club. My business relies on long-term relationships and strong referrals from satisfied clients.

Browse the various services I can offer, and you’ll see that we are one of the Valley’s premier financial planning services.

READY TO TALK?

Contact me today, and schedule a time for a free consultation.

Check the background of this investment professional on FINRA’s BrokerCheck.
The parties involved should seek guidance and advice of their own tax and estate attorney.

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Phone

9565426044

Fax

9565422992