Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Thomas Tang
Financial Professional
Thomas Tang is a dedicated financial advisor in Monument Co.
Specializing in the unique financial challenges facing individuals approaching retirement, he provides sound financial advice and exceptional service to his clients. Focusing on overall financial management and the creation and preservation of wealth, Tom assists business owners, managers, successful individuals and certain qualifying retirees with unique financial and retirement planning strategies.
Tom’s approach is one of professional respect and friendship, combining openness with honesty and genuine concern for his clients' economic welfare. Tom is recognized as a skilled, reliable and caring financial professional. With his intelligent, discerning style, he is someone people are comfortable with and with whom they can share their concerns. When speaking of his work, he does so with conviction and enthusiasm. "My objective is to effectively assist my clients in achieving several financial goals:
- Maximize wealth accumulation while managing tax obligations,
- Maintain current lifestyle and independence throughout their retirement years,
- Reduce or eliminate estate taxes to beneficiaries and heirs, and
- Provide for the family or social legacy.
The foundation to pursue these goals is built on a relationship of integrity, trust and service... a relationship that will last a lifetime. My role is to serve as my clients' financial advisor and my job is to do all the construction and heavy lifting for them."
Tom and his wife, Heather, reside near Monument Co. They enjoy spending time with their 3 daughters and 2 sons, Kaiya, Miyana, Ella, Devon, and Ian. Tom also enjoys participating in a variety of outdoor sports with friends and family.
Education:
- Thomas graduated from the University of Nebraska at Kearney with a degree in education with math and science emphasis, minor in Japanese.
- He is a registered representative with LPL Financial Services (a registered broker/dealer, member FINRA/SIPC).
Community Groups:
- Thomas has been and continues to be an active member of Zeal Church in Colorado Springs, Co.