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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stewardship Matters 6 years, 7 months Mar 2011 - Present
Qa3 Financial Corp 4 years, 3 months Nov 2006 - Feb 2011
Scott Thomas 22 years, 9 months Jan 1995 - Present

Designations & Memberships

  • Kingdom Advisors
    Membership
    Kingdom Advisors
    Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
  • Chartered Advisor in Philanthropy
    Designation
    Chartered Advisor in Philanthropy
    The International Association of Advisors in Philanthropy, Inc. is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Scott Thomas

Screen It Clean It
Published 2012-10-08 10:45:54
Social Security Switch Strategies Explained
Published 2012-01-24 14:17:51
God's Math: A Story of Abundance
Published 2012-06-30 10:25:19
Four Principles About Giving...
Published 2012-06-30 10:21:53
You may not need Long Term Care Insurance
Published 2012-06-30 10:18:14
Outsource You Private Foundation
Published 2012-05-16 12:53:27
There Are Only 5 Uses For Money
Published 2012-05-16 12:39:42
Social Security Statement Online Now
Published 2012-05-16 12:37:32
Impact Investing and micro loans
Published 2012-02-03 13:17:23
Personal Debt Perspective and Rule of 72
Published 2012-01-27 13:13:36
Charity Ratings
Published 2012-01-27 10:38:09
Socially Responsible Investing Perspective
Published 2012-01-27 10:36:02
Social Security Planning for Divorced
Published 2012-01-27 10:29:54
Converting ROTH IRA in 2012
Published 2012-01-26 15:02:35
Indexed Annuity articles turning more positive
Published 2012-01-25 04:43:45
Consider getting a CAP
Published 2012-01-25 04:48:05
Reviewing Beneficiaries is good stewardship
Published 2012-01-24 14:20:24
Good Stewardship Helps Avoid Fraud
Published 2012-01-17 14:35:23
Screening Values in Investments
Published 2012-01-14 07:36:08
When Private is Public and Public is Private
Published 2012-01-11 14:13:56
What Makes Social Security Unique?
Published 2012-01-11 14:00:40
Giving to children
Published 2012-01-11 13:58:23
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What are the advantages of a 529 college savings plan?
    Advantages compared to what? Other options are: 1) saving outright for college the earnings are taxable 2) UTMA or Uniform Transfers To Minors Act transfer the money to children and they get control at age of majority 18-21 year of age and few little benefit unless someone sues you and their money ...  (more)
    Answered Jan 2012
    I have 100% of my retirement money in a target date fund. Do you consider that diversified enough or not?
    Target Date is not a excuse to set and leave it alone and assume all is well. It serves the purpose for simple approach to select an allocation and then know that as the years roll on the allocation will have less stocks and more bonds and hopefully address risk along the way. There are a couple o...  (more)
    Answered Jan 2012
    How do I know if my advisor is a Fiduciary?
    Please allow me to ask a question of all of you answering this question. Come March 1, 2012 when Bill Gross of PIMCO Total Return rolls out their ETF as mirror of PIMCO Total Return which of these should a fiduciary purchase? Oh, and do not forget your client is tax sensitive and fee sensitive. W...  (more)
    Answered Feb 2012
    Which financial planner designations are meaningful?
    One of the most respected sources of education is the American College www.theamericancollege.edu and it provides clear details on the designations CFP, ChFC, CLU, CAP and other programs. I am by nature more bias to my choice of ChFC over the CFP. I went through 10 courses of which 6 of these were...  (more)
    Answered Feb 2012
    What are social security trust funds?
    The annual report is on the Social Security website http://ssa-custhelp.ssa.gov/app/answers/detail/a_id/210 click and download it there. The latest report from the Trustees indicate 2036 to 2040 when SS fund go broke and what happens next is benefits would drop to about 75% of the previous years be...  (more)
    Answered Feb 2012
    How do I find out more about sustainable investing?
    In your research you will come across ESG which stands for Environmental Social Governance. Impact investing is another term for triple bottom line investing. Doing Social Good, Making Money for Investors and acting in sustainable ways. There are a few guides on this website you may wish to check...  (more)
    Answered Feb 2012
    Should I hold onto stocks or sell immediately?
    Before I would answer I would ask a few more questions. Are these option non qualified NQ or Incentive Stock Options ISO? If NQ then not potential for tax reduction as with ISO. If it is ISO then we should talk about how to exercise and hold for long term capital gains rates. Beware there could ...  (more)
    Answered Mar 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        3
      • as of date
        Jan 14, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jan 14, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Jan. 15, 2017
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      Stewardship Matters

      Last updated on Jan. 11, 2017
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      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees