Third Act Retirement Planning

Offers online services

About

We specialize in serving clients who are planning for retirement in the next 5 years or are already retired and want to transition into it in excellent health and a commitment to and relationship with the Lord so that it can be the best phase of their lives. We provide comprehensive investment management, retirement and comprehensive financial planning, retirement lifestyle design, and more to help our clients pursue the retirement of their dreams.

Highlights

3 employees

24 years in business

Serves Marietta , GA

Offers online services

Social media

Photos and videos

Reviews

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Marci U.

I have worked with Thomas for approximately 10 years. I chose him from among several financial advisors whom I interviewed. I needed someone who could help me plan for my retirement before I retired and who could show me how to keep the money/investments I already had and maximize those. My monthly income from SS and a small pension provide me enough to live on at the present time. However, I need to know I can live well for the rest of my life.

Thomas is always available to me if I have a question. I can email, text, or leave a phone message and he will return to me very quickly. He will listen and advise me.

I believe that the money I pay Thomas for his guidance and advice provides me with a calmness and assurance I would not otherwise enjoy.

August 14, 2019

Frequently asked questions

What is your typical process for working with a new customer?

Step 1 is a 1 hour meet and greet where we get to know one another. If we think we can help the person then we set up the 2nd meeting.

2nd meeting is an evaluation of a the person's current portfolio.

Both of these meeting are complimentary and have no costs.

What education and/or training do you have that relates to your work?

I am a:

Certified Financial Planner Practioner (CFP(R))

CHFC

AAMS

CSA

Studied Finance at Georgia Tech

Do you have a standard pricing system for your services? If so, please share the details here.

http://bit.ly/2qCf6iP

How did you get started in this business?

I started this company in 2000.

What types of customers have you worked with?

Retirees and CRNAs

What advice would you give a customer looking to hire a pro in your area of expertise?

Know the right questions to ask. Read this article by Clark Howard: http://bit.ly/2Ki9tBm

Services offered

Financial Services And Planning