Thomas Colone, CF2

About Thomas Colone

Tom has been providing insurance and financial services to his clients since 2006.  A former New Yorker, he graduated with his bachelor's degree from Syracuse University and began his career in financial services there. After raising a family in Central New York, he recently transplanted to the great state of North Carolina in search of warmer weather and more sunshine.

Tom defines success as the ability to connect with each client at their own level, to help them understand complicated financial concepts, and to create and implement individualized financial plans for them. He does this for clients across multiple states.

His practice focuses on clients entering the retirement window and beyond; what he refers to as "Life Part 3". Clients benefit from his expertise in Retirement Income Planning, Social Security Timing, Asset Based Long Term Care, and other Estate Protection Strategies.

Tom is a Certified Financial Fiduciary (member NACFF), and a National Social Security Advisor certificate holder.