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17 -- Walking You Through Your Major Financial Decisions -- Sam Thornal

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Innehåll tillhandahållet av JD Tomlin / FriedoNation Productions and JD Tomlin. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av JD Tomlin / FriedoNation Productions and JD Tomlin eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Meet Sam Thornal with Encircle Wealth Advisors. Sam and his team build relationships with their clients, engage in customized financial planning, and provide service and strategies during changing situations. Their mission is to help clients feel more confident about their financial future. They can help you plan to pursue your financial goals and dreams by working with your tax advisor, estate attorney, divorce attorney, mortgage broker, and realtor. This comprehensive team approach is important to helping clients make strategic decisions about their investments and financial planning goals. Whether you want to start saving for your future, are getting ready to retire, changing jobs, going through or finishing up a divorce, or have other goals, they are ready to help build your customized financial plan and work with you to achieve your goals.

8751 Collin McKinney Pkwy Ste 301 McKinney, TX 75070-1658 PHONE 972.866.7969 EMAIL sam.l.thornal@ampf.com

JD Tomlin founded The Tomlin Team in 2010 and quickly built a successful team that has been voted one of the Best Real Estate Teams by D Magazine for the past 8 years. JD often is called upon to share his success and insight from years of experience as a Broker Associate, Certified Luxury Home Marketing Specialist, and Graduate of The Real Estate Institute. JD’s meticulous attention to detail, great communication skills, and strong leadership abilities are strengths that our clients value the most.

  continue reading

32 episoder

Artwork
iconDela
 
Manage episode 407439556 series 3560240
Innehåll tillhandahållet av JD Tomlin / FriedoNation Productions and JD Tomlin. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av JD Tomlin / FriedoNation Productions and JD Tomlin eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Meet Sam Thornal with Encircle Wealth Advisors. Sam and his team build relationships with their clients, engage in customized financial planning, and provide service and strategies during changing situations. Their mission is to help clients feel more confident about their financial future. They can help you plan to pursue your financial goals and dreams by working with your tax advisor, estate attorney, divorce attorney, mortgage broker, and realtor. This comprehensive team approach is important to helping clients make strategic decisions about their investments and financial planning goals. Whether you want to start saving for your future, are getting ready to retire, changing jobs, going through or finishing up a divorce, or have other goals, they are ready to help build your customized financial plan and work with you to achieve your goals.

8751 Collin McKinney Pkwy Ste 301 McKinney, TX 75070-1658 PHONE 972.866.7969 EMAIL sam.l.thornal@ampf.com

JD Tomlin founded The Tomlin Team in 2010 and quickly built a successful team that has been voted one of the Best Real Estate Teams by D Magazine for the past 8 years. JD often is called upon to share his success and insight from years of experience as a Broker Associate, Certified Luxury Home Marketing Specialist, and Graduate of The Real Estate Institute. JD’s meticulous attention to detail, great communication skills, and strong leadership abilities are strengths that our clients value the most.

  continue reading

32 episoder

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