Tommy Modec
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Tommy
Biografía
I started out as an advisor at two of the biggest names in financial services, where being good at the job mostly meant being good at selling. I left during two of the best-paying months to start a planning-first firm, which was either principled or a little dumb, depending on who you ask. That background makes me pretty handy with second opinions. I’ve sat on the other side of the table, so I can take apart a convoluted insurance policy, a crowded portfolio, or your current advisor’s plan and tell you what you’re paying for. My clients at my personal firm are mostly married millennials raising young kids while keeping an eye on aging parents. If that sounds like your house, and you’d like advice in plain English (with the occasional golden retriever cameo), we’ll probably get along.
Puedo ayudarte con
Me gusta trabajar con
Lo personal
When I’m off the clock, I’m usually with my gorgeous wife, Hannah, our handsome golden retriever, Finn, or our families. I love Jesus and serve on the prayer team at my church. I’m also a big fan of the Timberwolves and Vikings (usually at the expense of my mental health), the music of LANY and John Mayer, and reading dead American authors, especially Hemingway and Cormac McCarthy. That's pretty much it!
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Personal Finance
- Investing
- Retirement Planning
- Tax Strategies
- Life Insurance
- Insurance Planning
- Portfolio Management
- Roth IRA Conversions
- Mega Backdoor Roth
- RSUs
- ESPPs
- Compensation Structures
- Knowledgeable
- Patient
- Friendly
- Professional
- Clear
- Thorough
- Prepared
- Organized
- Thoughtful
- Kind
- Helpful
- Personable
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Tommy was well prepared!
Tommy was well prepared, he was familiar with the account information and documents that I had provided to him for review. He was easy to talk to and easy to understand. His follow up email had several good suggestions for me to follow up on. I’m very satisfied and will work with him again.
Highly recommend!
My husband and I agreed our meeting with Tommy was well worth it! Tommy came very prepared to discuss the topics we sent him before our meeting and we got through almost every one of them. We gained so much knowledge in just an hour and feel more confident in the financial decisions we plan to make for our family. Book Tommy today, you won’t regret it!
Comprehensive and very knowledgable
Comprehensive and very knowledgable
Tommy was great. Listened to all the questions ...
Tommy was great. Listened to all the questions & his answers were insightful. Highly recommended.
Excellent
Excellent experience from start to finish! Extremely knowledgeable, professional, and genuinely invested in helping us achieve our financial goals. Tommy took the time to explain everything clearly, answer all my questions, and provide thoughtful guidance tailored to our needs. We're feeling much more confident about the future. Highly recommend.
Tommy is very prepared
Tommy was very prepared to discuss my topic, which was our whole life insurance policies. His experience with NWM was very valuable. He gave me insight on what to ask my agent as well as a clear three option path to pursue. His follow up occurred in only a couple of hours. In our final 10 minutes we discussed Roth IRA conversions and he gave me the information I needed to consider going forward.
Amazing work !
I can’t say enough good things about my financial advisor! 🙌🏾 At a time when I really needed to get my finances back on track, they didn’t make me feel judged or overwhelmed. Instead, they helped me see a path forward, get organized, and start making smarter decisions about my financial future. I’m genuinely grateful to feel like I’m finally back on my feet and moving in the right direction. Having someone knowledgeable in your corner who truly takes the time to understand where you are and where you want to go makes such a difference. If you’ve been feeling stuck, overwhelmed, or unsure about your finances, I highly recommend having the right person in your corner. Sometimes you don’t need to have it all figured out—you just need someone to help you create a plan ❤️
Very Dedicated and Easy To Work With
Tommy Modec went out of his way to assist me with a review of a financial plan. I came to him with a vague idea of the services I was seeking, and over the course of a half a dozen email exchanges, he helped me hone in on exactly what I was looking for. He did all that before we even agreed on a price. He also did a thorough job in reviewing the plan and explaining the pros and cons of said plan to me. I would highly recommend his services.
Expert Advice
Tommy patiently and expertly explained the suggestions he recommended and the course to follow going forward. His email highlighting our discussion was extremely helpful as well.
Extremely knowledgeable and well prepared.
Tommy was extremely knowledgeable and was well prepared for our meeting. We covered a lot of information and he provided input on my numerous questions regarding our specific situation in early retirement. His input was exactly what I needed to make me more confident in our path and to be better prepared when meeting our primary advisor team. I am planning to schedule a follow up meeting.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.