Thomas Southard Insurance Services

About Thomas Southard Insurance Services

I enjoyed 30+ years troubleshooting technology, as a former tech executive and recovering engineer, I now guide Silicon Valley tech professionals in keeping more of their hard-earned money so they may find financial freedom earlier in life.My clients seek me when they: Desire more freedom to enjoy life now, and in retirement. Know that tax-saving strategies have a greater impact than the rate of return. Decide to truly diversify their savings plans. Need to protect the family from the impact of death or disability. Want to identify and mitigate the common risks in retirement.=> Schedule a virtual coffee chat: https://Calendly.com/Southard/coffeeSilicon Valley tech professionals today tend to be highly mobile, self-managing retirement plans is the norm. Gone are the days of guaranteed income via pensions for most people. My clients often face limited savings choices, with incomplete advice on all the alternatives they should consider. Do you want to improve in any of these areas? Protect savings from loss in market downturns. Creating income streams now and in retirement vs. spend-down of assets. Long-term mortgage and college debt. Roth conversions for tax efficiency. Determining contributions for IRAs, 401(k) and 403(b) plans.Within a few weeks of working with me, clients: Sleep well, knowing their financial future is well planned. Happier with lower taxes. Find relief from debts earlier than expected. Have a solid financial foundation via life and disability insurance. Are extremely satisfied and strongly recommend my services.How can I come alongside your search for financial freedom?Does the time you spend planning vacation exceed your time planning your financial future? Already have a financial advisor? How about a second opinion?Let\'s strategize together on how to achieve your financial goals, and freedom from debt, earlier in you are ready to share with me what financial freedom means to you, then message me here on LinkedIn or schedule a quick 15-minute virtual coffee chat where we can discuss your specific needs.=> Coffee chat calendar link: https://Calendly.com/Southard/coffeeTom S••••••••@ThriveMyWealth.com

Experience

1. Financial Professional, Certified Retirement Counselor (Crc)

   Thrive Wealth Solutions San Jose, Ca

   Nov 2018 — Present · San Francisco, CA, US

Education

• University at Albany

  Theoretical and Mathematical Physics

• Hudson Valley Community College

  Business Administration and Management, General

• Syracuse University

  Bachelor's degree, Mathematics

  1982 — 1984

Skills

• Process Improvement
• Management
• Networking
• Strategic Partnerships
• Business Process Improvement
• Computer Hardware
• Voip
• Software as a Service (Saas)
• Information Technology
• Cloud Computing
• Troubleshooting
• Integration
• Vendor Management
• Wireless
• Customer Relationship Management (Crm)
• Salesforce.com
• Virtualization
• Databases
• Network Security
• Computer Security
• Unix
• Hardware
• Start-Ups
• Voice Over Ip (Voip)
• Security
• Enterprise Software
• Microsoft Outlook
• Leadership
• Technical Support
• Saas
• Product Management
• Professional Services
• Customer Service
• Telecommunications
• Microsoft Word
• Big Data
• Project Management
• Software Documentation
• Microsoft Office
• System Administration