Ben Thomas
Financial Advisor|CFP®, RICP®, CEPA®
Building Legacies, Beyond the Workshop: An Advisor for Families Like Yours
Like a seasoned woodworker, I understand the art of crafting something that lasts. But my passion for building extends beyond the workshop. As a CFP® CERTIFIED FINANCIAL PLANNER™ professional with Northwestern Mutual, I help families like ours – leaders, entrepreneurs, and those dedicated to leaving a lasting legacy – build financial plans as sturdy and enduring as heirloom furniture. My 20-year Air Force career instilled in me the values of discipline, planning, and helping to secure the future for those we care about. Just as I've poured my heart into building a strong foundation for my own family, I'm here to help you do the same.
Whether it's planning for generational wealth, navigating the complexities of business succession, or simply ensuring your loved ones are protected, I take a collaborative approach, tailoring solutions that are as unique as your own story. My business administration background ensures I wield the expertise to navigate even the most intricate financial challenges. But beyond numbers and charts, I believe in building long-term relationships rooted in trust and transparency. The CFP® designation underscores my commitment to upholding the highest ethical standards and leveraging comprehensive financial knowledge to build enduring plans for your family.
Just like a well-crafted heirloom, your financial future deserves to be passed down through generations. So, let's chat – together, we can craft a plan that helps secure your family's legacy and empowers you to build a future that endures.
Professional
Forget cookie-cutter plans and confusing jargon. As a CFP® CERTIFIED FINANCIAL PLANNER™ professional with Northwestern Mutual and a family man myself, I understand the importance of crafting personalized financial strategies that are as strong and enduring as your dreams. Just like I wouldn't entrust your family heirloom to a quick fix, I won't settle for anything less than a robust financial foundation for you and your business.
Think of it like building a sturdy bridge to your long-term goals. From navigating complex insurance options and building diversified portfolios to tackling intricate business succession plans and securing a rewarding retirement, I'll be your financial architect, brick by financial brick. As a CFP® professional, I'm dedicated to upholding the highest professional standards and leveraging comprehensive financial expertise to empower your financial journey. My commitment to growth and excellence never stops. I constantly expand my knowledge and refine my skills through ongoing education and professional development initiatives, ensuring you benefit from the latest financial knowledge and strategies.
But my approach goes beyond numbers and charts. It's built on trust, transparency, and a genuine desire to see you thrive. I'm not just your financial advisor; I'm your partner, your confidant, and your biggest advocate. Think of me as your guide on this financial climb, offering expert support, encouragement, and unwavering trust as you reach new heights of success.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
