Financial Fiduciaries LLC Partners with Thomas Financial Planning

Financial Fiduciaries Partners with Thomas Financial Planning

(Wausau, WI) – Financial Fiduciaries, Wausau, Wis., announces its partnership with Thomas Financial Planning, Land O’Lakes, Wis., effective immediately. The two investment firms are fee-only financial fiduciaries and share the common goal of serving as unbiased financial advocates for their clients.

“Our partnership with Thomas Financial Planning brings additional resources and strength to both firms, and extends our services to Northern Wisconsin and Upper Michigan,” stated Tom Batterman, principal of Financial Fiduciaries.

As a sole proprietor, Jim Thomas, owner of Thomas Financial Planning, said the partnership ensures that his clients’ needs are met for the long term. “I wanted to partner with another firm in order to provide continuity of financial management services for my clients should something happen to me and as I approach retirement,” Thomas explained. He selected Financial Fiduciaries following a two-year search. “I researched and interviewed many firms and selected Financial Fiduciaries for their long-standing reputation, breadth of expertise, stability, and commitment to their fiduciary responsibility.”

Through the partnership Thomas plans to continue managing his business and serving current clients “as usual” from his office in Land O’Lakes, knowing that Financial Fiduciaries is ready to serve his clients if and when the need arises. “We look forward to working closely with Jim and sharing our ideas and experience,” Batterman said. “As fee-only firms we share the same fiduciary philosophy and disciplined investment procedures. When the time comes because of health developments with Jim or upon his retirement, the transition for clients of Thomas Financial Planning to Financial Fiduciaries will be seamless.

About Financial Fiduciaries and Thomas Financial Planning:

Financial Fiduciaries was founded by Tom Batterman in 2010 as an outgrowth of Vigil Trust & Financial Advocacy. Thomas Financial Planning was founded by Jim Thomas in 2001. Both are fee-only investment advisory firms offering planning and investment services to individuals and businesses. Financial Fiduciaries also serves the needs of mutual insurance companies.

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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1 Response to Financial Fiduciaries LLC Partners with Thomas Financial Planning

  1. Pingback: Here’s How Tom Batterman’s Guidance On Bonds Can Help Clients Earn A Larger Profit - Financial Fiduciaries

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