Thomas Minger

About Thomas Minger

Thank you for visiting my page,I am dedicated to serving professional athletes, sales professionals, and business owners. Our families recognize the importance of a financial plan and investment process, but lack either the time, knowledge, or desire to do so on their own. I have built my career and practice through hard work and dedication to my clients. The foundation to everything I do is built on a deep understanding of my clients’ goals and achieved through consistent and clear communication.I look forward to connecting with you.Common Areas of QuestionsAccounts: 401k, Roth 401k, Rollover IRA, IRA, Roth IRA, Sep IRA, Simple IRA, Solo 401k, 529, Fee Based, Advisory, Brokerage, Financial PlanningInvestments: Stocks, Bonds, Mutual Funds, ETF\'s (Exchange Traded Fund\'s), SMA\'s (Separately Managed Accounts), Alternative Investments, Asset Allocation, Diversification, Interest Rates, Yield, Cash, CDFinancial Planning: Cash Flow Management, Risk Management, Life Insurance, Disability Insurance, Key Man Insurance, Business Succession Planning, Beneficiary Designations, Tax Planning, Tax Loss Harvesting, Retirement Planning, RMD\'s (Required Minimum Distributions), Social Security, Estate Planning, Wills, Trusts, Power of Attorney, Healthcare Power of Attorney, Capital Transfer, Estate Balancing, Trust Funding

Experience

1. Principal, Wealth Management Advisor

   Tusk Wealth Management, Llc

   Aug 2019 — Present · Philadelphia, PA, US

   LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 600 Dresher Rd, Horsham, PA 19044, USA. 1847Financial is unaffiliated with HTK. 65•••98RG_Apr26

Education

• Philadelphia University

  Bachelor of Science, Marketing concentration in Accounting

  2001 — 2005

Skills

• Investment Advisory
• Series 6
• Insurance
• Asset Allocation
• Mutual Funds
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Series 65
• Cmfc
• Series 63
• Retirement Planning
• Consultative Selling
• Consultative Sales Professional
• Pennsylvania Life, Accident, & Health Insurance License
• Investments
• Financial Advisory
• Series 7