Tom Baer was raised in Louisville, Kentucky. The son of a CPA and a teacher, Tom learned very early the value of hard work. In 1977, Tom graduated from Miami University, in Oxford, Ohio with a Bachelors degree in Marketing Management. Tom spent the next ten years working in executive management in major Department Store Retailing. He worked for Lazarus, Bullock's, Kaufmann's, and Bloomingdale's in the capacity of all levels of management. In 1984, Tom married the love of his life, Laine. They are the proud parents of two sons. He was very active in all the boy's activities making sure not to miss any of their events. Both boys are out of college. Michael is in Lexington, Kentucky and Drew is in Austin, Texas
Tom has worked in the financial services business since 1986. His retirement presentations have been widely attended by employees and retirees of Disney, General Electric, Harrah's, National Fuel Gas, teachers, federal and state employees and many others. His sound, conservative guidance and tax-savings strategies have helped hundreds of clients increase their income, save on taxes, and protect their assets using "Safer Money Solutions". Tom is passionate about "Safer Money Solutions" and he set up his practice to be different. His ultimate objective is to educate his clients about safer money options (products) which provide a reasonable rate of return. He's commited to helping clients reach their financial goals using a 5-Step Educational Process.
Summary of Qualifications
- Series "7" Registration - registration sanctioned by FINRA to conduct business in stocks, bonds, mutual funds, alternative investments, etc.
- Series "63" Registration - registration sanctioned by FINRA to conduct business in stocks, bonds, mutual funds, alternative investments, etc.
- Series "65" Registration - registration sanctioned by FINRA to conduct business as an Investment Advisor Representative
- Fixed Life Insurance License - covers fixed life insurance in the states of Pennsylvania, New York, Ohio, and Florida.
- Variable Life Insurance License - covers variable life insurance in the states of Pennsylvania, New York, Ohio, and Florida.
- Health Insurance License - covers health, disability, and long term care insurance in the states of Pennsylvania, New York, Ohio, and Florida.
- Started Financial Planning and money management practice in 1986.
- Recognized as an outstanding motivational and educational speaker.