Thomas Mead, CF2

About Thomas Mead

Thomas specializes in wealth management and financial planning with an emphasis in retirement distribution and tax planning.  Having started his career as a FINRA registered rep and life insurance agent, Thomas dropped his FINRA registrations and kept his series 65 registered Investment Advisor Representative status to transition his practice into a fee based fiduciary model.  Not only is Thomas a CFF, he is also “Ethics Approved” by the IARFC and is one of only a handful of financial advisors in Texas to receive the coveted “Best Financial Advisor” by the National Association of Senior Advocates.
 
Thomas utilizes a “top-down” approach to planning that not only evaluates risk tolerance, but also closely examines goals, passions, and pitfalls to prepare for and hedge against the things that can derail a retirement plan. With asset protection, long-term care needs, Medicaid planning, and estate preservation strategies Thomas is known as more than a builder of nest eggs, his clients also consider him the weaver of safety nets.  Thomas and his wife live in Pecan Plantation Southwest of Fort Worth, TX and they enjoy spending their spare time teaching STEM education to underserved youth and competing in combat robotics competitions.