Tom has a long and distinguished history of helping clients accumulate and preserve their wealth. Tom achieves this goal through a variety of financial services marketed to a clientele of professionals, business owners, retirees and others.
Minegar Financial has access to some of the largest and best managed financial institutions in the country. In addition to his securities business, Tom was named Agent of the Year with Farmers Insurance three times and recognized as a Life Insurance Champion.
A dedicated financial services professional since 1981, Tom speaks of his work with great sincerity and enthusiasm: "My mission is to provide intelligent insurance planning for our clients with special emphasis on protecting their life savings from the high cost of long-term care and medical expenses. I am here to serve my client's with the best possible customer service."
I welcome the opportunity to sit with you and discuss your situation. It doesn't cost anything to listen. I am only interested in long-term relationships that are mutually beneficial and built on the highest levels of integrity, trust and service. If this kind of relationship appeals to you, I invite you to call me for an appointment. I assure you that I am committed to providing you with prompt, courteous, high-quality service.
Tom's Area of Focus Includes:
Retirement Planning
Traditional IRAs
Roth IRAs
Life Insurance
Long Term Care Insurance
Health Insurance
Professional Licenses and Achievements:
Series 6 License
Series 63 License
CA Life and Health License #0590587
CA Property and Casualty License
3 Time Farmer's Agent of the Year
Farmer's Life Insurance Champion