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


This Office

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