We Specialize in Retirement Planning

The guidance, tools, and service necessary to prepare for retirement.

Welcome to Thomas Advisory Services, Inc.

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit for you.

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Recent News

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Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize...

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As we and our loved ones age, long-term care (LTC) becomes an increasingly important consideration. This type of care is designed to pursue health or personal needs over a more...

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Estate planning is a continuous process that requires updating to reflect the current state of one’s financial affairs. As part of estate planning, there is no better time to update...

LTC: Why You May Need It

Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically ill or...

How to Manage Withdrawals Throughout Retirement

Planning for retirement often raises one crucial question: How much should one withdraw each year during retirement? Managing withdrawals may significantly impact the longevity of your...

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Many seek financial professionals to help them with investment guidance and financial management. This management involves reviewing investments, savings, insurance, and other elements...

How to Develop a New Year’s Plan for Retirement

As we welcome the New Year, it’s an opportune time to reflect on one’s financial goals and aspirations. Many prioritize an independent retirement as a financial goal, working toward it...

Financial Tips to Help You Retire in 2025

Planning for retirement can be overwhelming, but it becomes much easier if you start early. If you plan to retire in 2025, there are specific financial tips that you need to implement...

How to Give Back Without Sacrificing Retirement Savings

Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not...

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As we and our loved ones age, long-term care (LTC) becomes an increasingly important consideration. This type of care is designed to pursue health or personal needs over a more...

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How to Manage Withdrawals Throughout Retirement

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How to Give Back Without Sacrificing Retirement Savings

Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not...

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As we and our loved ones age, long-term care (LTC) becomes an increasingly important consideration. This type of care is designed to pursue health or personal needs over a more...

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