Out and about with Financial Fiduciaries

NAPFA ConfThis past October Tom Batterman, President of Financial Fiduciaries, had the distinct pleasure of attending the NAPFA Fall Conference. While these events are always a great time to catch up with other like-minded fiduciaries, they are also a wonderful way for our team members to get tips and advice on how to provide the best possible services for our clients and advocate for them as a fiduciary. With that in mind, here are just few of the amazing sessions Tom was able to attend:

  • Economic and investment outlook
  • Income tax and estate tax developments and related planning implications
  • Trends in charitable giving
  • Fixed income investing strategies in today’s low interest environment
  • Social Security Optimization
  • Minimizing cost and maximizing coverage under Medicare

NOTE: One key take away from the Medicare session was the important reminder for individuals turning 65 – it is important to apply for this benefit three months before your 65th birthday to ensure that you receive your benefits on time.

In the coming year, we look forward to sharing the information we gained with our valued clients as we work to provide the best and most logical financial and investing advice for their specific situation.

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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