Tom McDermott

Tom McDermott Financial Planning, Wealth Management, Insurance Planning life and disability insurance) as well as retirement and investment planning.

Work with families and individuals, in all age ranges, for financial protection through insurance products (i.e. Areas of focus are for those just starting out and want to accumulate wealth, and pre/post-retirees for income distribution in retirement. Also work with small to medium sized businesses for group insurance plans and business continuation/succession planning. Insurance and Financial Pro

ducts Offered:
Life (Term and Whole), Disability Income, Long-Term Care, Accident/Cancer, Group Supplement Coverage, Annuities, and other financial products

I am licensed to sell insurance in: NY, NJ, MA, FL, NC, SC, CA, MD, GA, VA, ME And securities licensed in: NY, NJ, FL, CA, PA, VA I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 420 Lexington Avenue, Suite 2510, New York, NY 10170, 212-578-0300.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/19/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Consider a bucket plan to go with your bucket list.
06/17/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

06/15/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

The question everyone has: Will Social Security be around for you? Read this.
06/12/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/10/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
06/08/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
06/05/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
06/03/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

06/01/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Address

601 Heritage Drive, Suite 223
Jupiter, FL
33458

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 1pm

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