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Our Firm

"I am in the business of providing comprehensive wealth management for my clients," says Tom. "I believe in objective, customized advice and personal service."

Tom concentrates on providing wealth creation and growth strategies. He matches investments based on his clients’ needs, goals and feelings. He helps to provide liquidity in case of an emergency and ensures that liabilities are handled in the most effective manner.

Tom works to help protect and preserve wealth. He studies his clients’ risk factors and strives to manages diversification, ensuring that asset allocation and concentration are appropriate. He reviews life insurance, disability, long-term care and liability for adequacy, cost and tax sensitivity.

*Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Payant Financial Services, Inc., a Registered Investment Advisor not affiliated with SagePoint Financial, Inc. Robyn Payant is not affiliated with nor does she offer securities through SagePoint Financial, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.