Home Site Map Contacts

Tom Jarrett, CFP®

Tom graduated from Purdue University with a BS in Accounting and also holds the Certified Financial Planner® designation. He has developed broad experience with illustrating more than 100 advanced legal and financial strategies. Tom creates plans using flow charts, year-by-year cash flow numbers, and customized text to help planning team members agree on the best strategies for clients. He routinely works with some of the most respected attorneys, CPAs and financial advisers in the nation to integrate legal tools and to fund trusts or business entities with appropriate financial assets.

Since beginning in the high net worth planning market in 1999, Tom has collaborated in the design and illustration of hundreds of tactical plans and Family Wealth Blueprints®. These plans typically increase after-tax retirement income, enhance transfers to trusts for the benefit of heirs, and redirect tax money to the client’s favorite charities. Plans developed each year should re-direct more than $1 billion of tax money to charity as inter vivos and testamentary strategies are implemented.

Tom lives with his wife Christine in Westfield, IN. They are the parents of two boys, Austin and Andrew. The family attends Zionsville Fellowship Church.

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.