Broker Check

Financial Services



How much do I need to save for retirement?  How will I pay for my kids to go to college?  Do I have enough life insurance?

As a Certified Financial Planner©, Tom Murfee can help you answer all of these questions and more.  Tom can provide you with a holistic Financial Plan that addresses both your current and future financial picture.  He specializes in both individual and business planning and has over 25 years of experience.


Tom can assist with:

  • Life Insurance (personal and business)
  • Investment Planning
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Education Planning
  • Retirement Planning