- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Portland, ME 04101
Thomas Rogers is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Tom is a Certified Financial Planner® practitioner whose specialties are investments, retirement and estate planning.
Tom is a member of the National Association of Personal Financial Advisors (NAPFA), the premier professional organization for fee-only planners. Tom is currently on the board of the Maine Estate Planning Council, having served as its president in 2012-13. From 2004 - 2010, he served as a Trustee and Investment Committee Chair for Maine Initiatives, a statewide organization that advocates for social, economic and environmental justice at the grassroots level. He has been widely quoted in the media, including The Wall Street Journal, The New York Times, Money, Business Week, Financial Planning, and Kiplinger's. Tom is a graduate of Haverford College.