Thomas Zaccaria, CFP® - Principal
(484)318-7748
"When we focus on the planning process, you can focus on your clients"
Thomas Zaccaria, CFP® has over 12 years of industry experience in traditional wirehouses, boutique insurance and investment firms, and most recently the independent broker dealer channel. For the past 8 years in his career, he has focused on financial planning services.
Thomas completed his undergraduate studies at St. Joseph’s University in Philadelphia, PA and attended The American College in Bryn Mawyr for the CFP® educational requirement. He received the Certified Financial Planner™ designation in September of 2006.
TWAMS Financial Planning, LLC - An Overview
A Financial Plan is a foundation on which to build a lasting Advisor/Client relationship
When incorporating a plan, you understand more about your client than if you weren’t using one.
The Financial Planning process, when done correctly, takes time. Time you don’t have. We can help.
We are able to assist with as much or as little of planning process and stream line activities.
We will work on the planning software you’re currently using.
If you’re looking for planning software we can also give you a few recommendations to explore.
Each plan is customized based on an analysis of Client Goals and Risk Tolerance, Current Asset Allocation, Insurance Needs,
Retirement & Education Funding and Estate Conservation & Planning.
Comprehensive Plans are not appropriate for every client. Plans can also be created on a modular basis.
We help you analyze any one or several components of a client’s situation and provide a concise, targeted presentation for you to review with them.
Our goal is to provide a plan that will bring value and direction to your client’s situation and solidify their relationship with you as an advisor.
The plan we create will be worth the money invested by your client.
*If you’re interested in more information on our Financial Planning Services......contact us*
(484)318-7748
"When we focus on the planning process, you can focus on your clients"
Thomas Zaccaria, CFP® has over 12 years of industry experience in traditional wirehouses, boutique insurance and investment firms, and most recently the independent broker dealer channel. For the past 8 years in his career, he has focused on financial planning services.
Thomas completed his undergraduate studies at St. Joseph’s University in Philadelphia, PA and attended The American College in Bryn Mawyr for the CFP® educational requirement. He received the Certified Financial Planner™ designation in September of 2006.
TWAMS Financial Planning, LLC - An Overview
A Financial Plan is a foundation on which to build a lasting Advisor/Client relationship
When incorporating a plan, you understand more about your client than if you weren’t using one.
The Financial Planning process, when done correctly, takes time. Time you don’t have. We can help.
We are able to assist with as much or as little of planning process and stream line activities.
We will work on the planning software you’re currently using.
If you’re looking for planning software we can also give you a few recommendations to explore.
Each plan is customized based on an analysis of Client Goals and Risk Tolerance, Current Asset Allocation, Insurance Needs,
Retirement & Education Funding and Estate Conservation & Planning.
Comprehensive Plans are not appropriate for every client. Plans can also be created on a modular basis.
We help you analyze any one or several components of a client’s situation and provide a concise, targeted presentation for you to review with them.
Our goal is to provide a plan that will bring value and direction to your client’s situation and solidify their relationship with you as an advisor.
The plan we create will be worth the money invested by your client.
*If you’re interested in more information on our Financial Planning Services......contact us*