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What We Believe

We realize that investment choices have social meaning, and that sets us apart from the typical retirement planning firm.

We are all shareholders in Planet Earth. So as we pursue our financial goals, we can also make choices that affirm the environment. The range of sustainable and responsible investments has broadened, and investors appreciate the unique chance to align their portfolios with their values.

A retirement transition gives you an opportunity to plan to protect your wealth, reduce taxes, and arrange lifetime streams of income. It may allow you to leverage the wealth you have created ... while revealing new possibilities to make a difference in the world.

More and more business owners, entrepreneurs and professionals are seeking to work, live and invest by an ethos of sustainability. Our financial advisory firm recognizes this priority - it is part of The GF Thomas Difference™.