Tom Mullarkey (CFP®, RICP®, TPCP®)
Tom Mullarkey focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Tom specializes in comprehensive retirement planning for individuals and couples approaching or already in retirement.
His primary areas of expertise include retirement income planning, lifetime tax strategies, Roth conversions, Social Security claiming decisions, Medicare and IRMAA planning, investment management, and estate and legacy planning.
A central focus of his work is helping clients determine how much they can comfortably spend in retirement, develop a sustainable retirement paycheck, and coordinate portfolio withdrawals with tax-efficient strategies.
As a CFP®, RICP®, and TPCP® professional, Tom integrates retirement income, investment, and tax planning into a coordinated strategy tailored to each household.
Additional Information
Thomas Mullarkey, CFP®, RICP®, TPCP®, is the founder of Hive Retirement Planning, an independent, flat-fee fiduciary financial planning firm based in New York City and serving clients nationwide.
Before founding Hive, Tom spent 24 years at Credit Suisse, most recently as a Managing Director. He brings that experience to helping individuals and couples transition from accumulating wealth to generating sustainable retirement income.
Tom primarily works with individuals and couples approaching or enjoying retirement who have $2 million to $8 million in investable assets.
His approach emphasizes thoughtful analysis, straightforward recommendations, and helping clients make confident decisions about their financial futures.
NAPFA Start Date
February 26, 2024
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