- -Individuals and/or Small Businesses
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Independent Financial Group||11 years, 7 months||May 2008 - Present|
Designations & Memberships
Million Dollar Round TableMembershipThe Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
National Association of Independent Retirement Plan AdvisorsMembershipThe National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
Society of Financial Service ProfessionalsMembershipFor more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
Chartered Life UnderwriterDesignationA prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Wealth ManagerDesignationIndividuals holding this designation have an understanding of client relationship management, communication, sales and financial planning.
Registered Financial ConsultantDesignationSupplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry
Articles and Answers
Insights by Thomas Doncaster
AnswersAsk a financial questionAsk a question
|Insurance Gap between job change?
ColinI would contact Assurant. They offer a short term major medical plan that would cover your 2 or 3 month gap. This way, you wouldn't need to be concerned with a gap in coverage should something occur.I believe you could apply on-line.Tom Doncaster CLU, CWM, RFC...  (more)
Answered Sep 2015