Tom Thames, CFP, CLU, ChFC, MBA
Thames Tax & Retirement Services
C. Thomas (Tom) Thames is a Certified Financial Planner(TM) professional doing business as Thames Financial & Insurance Services and Thames Tax & Retirement Services. Tom is also a Chartered Life Underwriter, a Chartered Financial Consultant, and a Registered Tax Preparer (CRTP). Tom offers retirement income planning, estate planning services, Social Security planning, and tax reduction strategies. He is a licensed life and disability insurance agent and an investment adviser representative.
Investment advisory services are offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through C. Thomas Thames, California License 0494276. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.