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
- 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