Thomas Hawks III (CFP®)

Thomas Hawks III focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We take clients through our step-by-step process to understand their situation, develop a holistic plan, and help manage their goals for the future. This begins with an initial "getting to know you" meeting where we gather data to complete a comprehensive value added analysis well before any decision is made about becoming a client. We pride ourselves in providing full transparency of our value creation to individuals and families so they know what to expect with our relationship.

NAPFA Start Date

February 17, 2022

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This Office

132 Allens Creek Road, Suite 220 Rochester, NY 14618 Phone: (585) 236-8501