Tom Henry, CFP®
Tom Henry, Certified Financial Planner, is the President and Founder of Integrated Financial Solutions, Inc. He has over two decades of experience working in the financial planning industry. He and his team have built a loyal client base through their dedication to providing trusted financial services and exceptional customer service.
Tom established Integrated Financial Solutions in 1998 and originally focused on serving those in the education sector. However, as the company has grown, so has its client base. Many are drawn to Tom’s original and primary objective of identifying the client’s needs and designing an individual plan and strategy that meets each person’s specific goals. This requires looking at the complete picture, analyzing the client’s financial situation, objectives, and risk tolerance before making any recommendations. It is this attention to individualized, comprehensive financial-well being that many find so appealing.
Today, Tom works with both corporate and individual clients, but specializes in planning for retirees or people within five years of retirement.
Tom is a LPL Registered Principal who holds the Series 06, 07, 24, 31, 63, and 65 through LPL Financial, as well as insurance licenses in the District of Columbia, Delaware, Florida, Georgia, Indiana, Maryland, North Carolina, New Mexico, Ohio, Pennsylvania, Virginia, and West Virginia. He graduated from Gettysburg College, majoring in Business and Finance.
Tom, his wife Paula, and their two sons are very active in the community through their involvement in school activities, sport associations, and charitable organizations. Tom has played rugby for most of his life and now enjoys coaching both of his boys.
“Check the background of investment professionals associated with this site on FINRA’s Broker Check at http://brokercheck.finra.org