Tom McCormick

Tom McCormick

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6217
Fax: (610)325-6240
E-mail:

Products and Services

  • Life Insurance Strategies
  • Disability Income Insurance 
  • Executive Compensation Plans
  • Business Succession & Estate Conservation Strategies*
  • Wealth Distribution / Advanced Tax efficient savings Strategies
  • Retirement Funding Adequacy Study
  • Wealth Accumulation Strategies
  • Long-Term Care Planning Strategies
  • Charitable Giving Strategies

Qualifications

  • Attended University of Scranton
  • 20 Years Experience in Insurance and Financial Services Practice
  • Member of Estate Planning Council of Berks County

Personal

  • Member of Home Builders Association of Berks County:
    • Associate Member of the Year 1996,
    • Served as Secretary of the Board for 3 years,Membership Chairperson for 2 years,
  • Chairman Corporate Gifting Campaign for 2003 Parade of Homes
  • Served on Board of Directors of Pennsylvania Builders Association for 4 years:
    • Membership Chairperson for 2 years,
    • Served Executive Committee for 2 years
  • St. Joseph’s Hospital Medical Foundation Served on Golf Tournament Committee for 2 Years

 

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Neither New England Securities nor its representatives provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.