Thomas A. Haunty

WORK HISTORY

EDUCATION

SKILLS

ABOUT THOMAS A. HAUNTY

Thomas A. Haunty is a CERTIFIED FINANCIAL PLANNER™ professional who has provided financial services to individuals, families and businesses since 1982. Tom has authored and been quoted in many articles on personal and business finance published in local and national publications such as The ABA Journal and The Wall Street Journal online. He also speaks nationally motivating individuals and couples on how to maximize their finances at numerous association meetings, conventions, churches, businesses and employer groups. As an Advice Based Wealth Manager, Tom Haunty\'s practice is focused in two areas: Fee-Based Personal Financial Planning As a Certified Financial Planner (CFP®) practitioner, Chartered Financial Consultant (ChFC®), and an Accredited Investment Fiduciary (AIF®) Tom helps individuals and families accumulate money by maximizing their investment return potential and minimizing their tax burdens. He helps clients invest more through cash flow planning and helps protect their income and savings from unforeseen losses through personalized insurance selection. Business Benefit Services As a Registered Employee Benefit Consultant (REBC®) and a Registered Health Underwriter (RHU®), Tom assists business owners in rewarding, recruiting and retaining key employees through the implementation of selective benefit programs. In addition to evaluating and guiding the selection of group 401(k) pension and insurance benefit programs, Tom provides comprehensive benefit communications to employees through employee-specialized seminars, workshops and individual meetings. Tom also seeks to coordinate the efforts of the business\' tax and legal advisors to work together to help meet the business owner\'s overall financial goals.