Hi. I’m Jeff Thomas.

You can leverage my financial industry experience for your path to financial independence.

I help you take action. I didn’t just decide that a financial blog/podcast/service sounded like a great idea. I actually have the credentials and experience to provide valuable counseling and advice to you.

I do not work for any financial companies. You can be sure that my advice is unbiased. For most of my career I did represent financial companies and always took a financial planning approach to my work. A few thousand people have benefited from my advice, education and financial writing. I can do the same for you.

I hold the AAMS designation from the College for Financial Planning. The Accredited Asset Management Specialist certification focuses on investing and wealth building.

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