TCP Asset Management - Scott Thomas

TCP Asset Management - Scott Thomas Chief Investment Officer at TCP Asset Management

Securities offered through United Planners Financial Services, member FINRA/SIPC.

Advisory Services offered through TCP Asset Management, LLC. United Planners and TCP Asset Management are not affiliated. Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through TCP Asset Management, TCP and United Planners Financial Services are not affiliated

Are you a W2 employee earning over $400,000 annually and looking to minimize your taxes? Or are you a business owner wa...
07/11/2024

Are you a W2 employee earning over $400,000 annually and looking to minimize your taxes? Or are you a business owner wanting to keep more of your hard-earned dollars? If so, reach out to me for a no-obligation meeting. I collaborate with a senior tax strategist who specializes in proactive tax planning for business owners and highly compensated W2 employees. Together, we can help you find legal ways to reduce your income tax liability.

We do not offer tax advice. We provide general tax information. Please consult your tax professional for tax advice.

Are you looking for a financial advisor who will keep you informed and provide added value? As a financial advisor, I u...
05/10/2023

Are you looking for a financial advisor who will keep you informed and provide added value? As a financial advisor, I understand the importance of regular communication and building strong relationships with my clients.

Unfortunately, many financial advisors don't communicate as often as they should with their potential clients. This can lead to misunderstandings, missed opportunities, and ultimately, lost business.

That's why I make it a priority to stay in touch with my clients regularly. I believe in keeping my clients informed about market conditions and portfolio performance, and answering any questions they may have.

Regular communication shows my clients that I'm committed to their success and helps to build a stronger relationship. It also provides an opportunity to offer additional services and products that can help them achieve their financial goals.

If you're looking for a financial advisor who will keep you informed and work tirelessly to help you achieve your financial goals, I encourage you to reach out to me. Let's start a conversation and see how I can help you succeed.

Have you ever experienced the frustration of walking into a store with a clear idea of what you want, only to be bombard...
04/18/2023

Have you ever experienced the frustration of walking into a store with a clear idea of what you want, only to be bombarded with sales pitches for products that don't meet your needs? I know I have, and I've seen this same approach used by many financial advisors.

At TCP, we take a different approach. We understand that each client has unique financial goals and objectives, and we take the time to get to know you and your individual situation. We don't rely on boilerplate solutions or generic advice. Instead, we analyze your overall financial picture and provide tailored recommendations that are specific to your needs.

As a true fiduciary, I am committed to putting your interests first. I believe that my role is to help you achieve your financial goals, and I take that responsibility very seriously. That's why I offer a no-cost, no-obligation review to anyone who is interested in learning more about how I can help them reach their financial objectives.

If you want to work with an advisor who takes the time to understand your unique situation and provides customized solutions to help you achieve your goals, then reach out to me today. I would be honored to help you build a brighter financial future.

As a former JPMorgan executive with nearly 25 years of experience in fixed-income asset management, I've had to master t...
04/12/2023

As a former JPMorgan executive with nearly 25 years of experience in fixed-income asset management, I've had to master the art of explaining complex financial concepts in a way that anyone can understand.

My own children were my toughest critics, constantly challenging me to explain what I did in terms they could comprehend. But this experience taught me how to distill even the most complicated ideas into language that is clear and concise, even for those who are not financial experts.

Today, I work with a select group of well-educated professionals and business owners, managing their financial lives with the same level of care and attention that I would give my own family. I understand that my clients trust me with their financial futures, and that's a responsibility I take very seriously.

That's why I always strive to ensure that my clients fully understand every aspect of our financial solutions before they are implemented. If there is any confusion or uncertainty, I see it as my own failing, not theirs.

If you are looking for a financial advisor who values transparency, communication, and a complete understanding of your financial situation, then please reach out to me. I would be honored to serve you and help you achieve your financial goals.

Have you ever been blindsided by a challenge that you never saw coming? When I was younger, I was unexpectedly diagnose...
03/06/2023

Have you ever been blindsided by a challenge that you never saw coming? When I was younger, I was unexpectedly diagnosed with epilepsy. Doctors couldn't pinpoint the cause, but I had to take medication to control the seizures. Let me tell you, those pills made it hard to concentrate and often left me feeling exhausted.

But I was determined to make the most of my life, so I powered through college and landed a job at a local bank. As fate would have it, my seizures eventually disappeared, and I was able to ditch the medication. But the lessons I learned during that time stuck with me. They taught me the importance of resilience and perseverance in the face of adversity. And, those qualities have come in handy throughout my career.

After working my way up the ladder at the bank, I took on the role of Chief Investment Officer at a new firm. It's been an incredible journey, and I wouldn't be where I am today without that unexpected challenge in my life.

Two roads diverged in a wood, and I— I took the one less traveled by, and that has made all the difference.Inflation's h...
02/22/2023

Two roads diverged in a wood, and I—
I took the one less traveled by,
and that has made all the difference.

Inflation's high and stocks are uncertain,
Investors are anxious and feel uncertain.
But fear not, for a financial advisor can provide,
Guidance and strategies to help you decide.

Diversification, hedging, and balance,
Are tools that can help you manage the challenge.
An advisor can help you navigate the way,
And guide you towards a brighter financial day.

So if you're feeling lost and unsure,
Don't let fear and uncertainty endure.
Choose the road less traveled, seek out a guide,
And make informed decisions with confidence and pride.

Take heart, for I believe with sound advice in hand,
You could find your way to a more secure financial land.
Trust in your advisor, take the road less traveled,
And see how it makes all the difference, unraveled.

Did you know that 70% of people over 65 will eventually need long-term care? According to the Genworth Cost of Care Sur...
02/13/2023

Did you know that 70% of people over 65 will eventually need long-term care? According to the Genworth Cost of Care Survey from 2021, the average monthly cost for a private room in a nursing home in the United States is $8,365; while the average monthly cost for a semi-private room in a nursing home is $7,441. Planning for this cost is crucial to ensure a secure financial future. Without a strategy to pay for these costs, you may be forced to resort to Medicaid. Medicaid will pay for long-term care expenses, but only after the individual has “spent down” their assets to a certain level. As a financial advisor, I specialize in helping clients plan and prepare for this eventuality. From exploring insurance options to developing a comprehensive retirement plan, I'm here to help you feel confident and secure in your golden years. Let's work together to plan for the unexpected and help ensure a comfortable future.

Details of an upcoming event I am hosting on February 9.
01/27/2023

Details of an upcoming event I am hosting on February 9.

I will be hosting two happy hours specifically for nurses and medical staff at OSU and Mt Carmel. Details and informati...
01/18/2023

I will be hosting two happy hours specifically for nurses and medical staff at OSU and Mt Carmel. Details and information about how to register are included in the pictures.

I recently watched the Netflix documentary on the Bernie Madoff scandal. One quote stood out to me. Andrew Ross Sorkin...
01/17/2023

I recently watched the Netflix documentary on the Bernie Madoff scandal. One quote stood out to me. Andrew Ross Sorkin stated: “How many times have we seen people on Wall Street who have a duty to someone else but in the end who do they think the real duty is to? To themselves.”

As a financial advisor, one of the most important aspects of our job is to act as a true fiduciary for our clients. This means putting our clients' best interests first and providing transparent, unbiased advice. Being a true fiduciary advisor can add significant value to our clients' financial well-being, as it ensures they are receiving advice that is in their best interests, not just our own.

At our firm, we are proud to be true fiduciary advisors, and we take this responsibility seriously. We strive to provide our clients with the best possible advice and guidance, and we are dedicated to helping them achieve their financial goals. We believe that being a true fiduciary advisor is essential for building trust and long-term relationships with our clients.

As you consider working with a financial advisor, be sure to ask about their fiduciary status. It's an important factor in ensuring that you are receiving advice that is in your best interest.

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8415 Pulsar Place, Suite 210
Columbus, OH
43240

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