For Thomas, financial planning is a core belief shaped by his upbringing. “I saw firsthand how sound financial planning, started early and consistently, paid tremendous benefits if you stayed the course.” His beliefs were validated by his own life experiences when he took an extended family leave to address the needs of an aging parent. That experience had a profound effect on him and his desire to help others.
Thomas’ focus is on providing comprehensive financial services to his individual and business owner clients. As work life, employee benefits, and economic conditions evolve, he believes that everyone should have a trusted financial representative, a role that he is ideally suited to fill. “I use the same disciplined, analytical approach that has been ingrained in me since I obtained my BS in Engineering and my MBA years ago. I refer to it as strategic and efficient financial planning which helps my clients achieve optimal financial balance.
Thomas joined Peachtree Planning Corporation in 2012, where he advises clients on a variety of financial matters including protection, retirement planning, investment planning, business succession, and risk management. Thomas has a series 7 & 66 license and is also an investment advisor representative (IAR). He has a life insurance license as well as the ability to provide for clients long-term care insurance needs. “I focus on overall financial planning strategies that enable my clients to be highly organized, efficient, and optimally balanced throughout their lives. In doing so, they have the best chance to achieve their vision in life.”
Thomas resides in Peachtree City. He’s active in his community and beyond with various civic, business, fraternal, and social organizations. He enjoys a wide range of activities in his spare time including golf, cycling, music, and the arts. A self-proclaimed foodie, Thomas has a love for world cuisines, especially Asian, with deep ties to Cajun and creole dishes from his Louisiana roots.
Thomas also takes appointments at Peachtree Planning Corporation’s headquarters at 5040 Roswell Road, Atlanta, GA 30342, as well as via web based conferences. His email address is Thomas.Williams@peachtreeplanning.com.