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Frequently Asked Questions- How do you know...
Is there a "Typical" client?
Holly P. Thomas, LLC | Ph: 813.489.1700 | 1901 W. Cass Street | Tampa, FL 33606 | www.hollypthomas.com
Copyright 2010 Holly P. Thomas, LLC.
Disclosure Brochure
As disclosed in our ADV filed with the State of Florida, we have no "minimum account size."
A better way to assess whether or not you might need a Personal CFO is to see if you have had one or more of these experiences... most of our clients have had at least one if not several.
- They have been to an estate planning attorney once or twice in their lives; or
- They have considered a certified public accountant for tax preparation; or
- They have not had an investment advisor who understood the "big picture" as they saw it; or
- They have no banker assigned to them or their company at their bank; or
- They have purchased large insurance policies but never heard from the agent after the policy sale; or
- They can't remember why they have trusts in one place or joint accounts in another.
In each of these cases, the individual or couple had no advocate to communicate with them regularly and coordinate the activities of the various professionals their lives require, such as attorneys, insurance brokers, bankers and more.
One of the most common complaints from our clients is that they feel isolated - that no one is watching out for their interests.
How do you know if you need a Personal CFO?
Our clients are often (though not always) age 50 or over and paying more and more serious attention to their finances.
Some of them choose us because our academic credentials enable them to have great trust in our knowledge and expertise.
Others choose us because it is essential to them that they can trust and confide in their Advisor. Some of those clients are very happy that our credentials are excellent, but our ability to build a trusting relationship means even more. They are seeking an advocate who will understand the many moving parts of their lives, not just a "money person" who sees only one dimension.
