Thomas Sweeney, ChFC®, CRPC™

🏈 Financial Quarterback
🤝 Helping you make financial choices
👇 Let’s Chat

Securities offered through LPL Financial, Member SIPC

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

@UnSportsESPN Smalls… lame party! There was beer left? lol!

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Friday Financial Check In Don't Make this Mistake With Beneficiaries https://t.co/l7CZRG5kFu via @YouTube

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Relax and Retire Smart - Who I Am and Why I Love Helping People With The... https://t.co/EhgGHVsJmv via @YouTube

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Your brain is wired to mess up your investments.
Know the traps and win long term — hit follow.
#behavioralfinance #investing #personalfinance #financialliteracy

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Surprise—your tax bill may not go down in retirement. 🧾 Let’s plan for that. #taxplanning #money #retirement #financialadvisor

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

SECURE Act 2.0 gives you a powerful planning opportunity. 💰 Let’s take advantage of it. #secureact2 #401k #retirement #money

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Surprise—your tax bill may not go down in retirement. 🧾 Let’s plan for that. #taxplanning #money #retirement #financialadvisor

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Social Security timing can mean a six-figure difference over your lifetime. 📆 #retirementplanning #socialsecurity #personalfinance #money #taxplanning

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

My $2–10M portfolio strategy is built on timelines, diversification, and discipline. 📊 #investing #money #wealth #financialplanning

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

90 days to retirement clarity. 📋 See how my planning process brings it all together. #retirementplanning #clarity #money #preretirement

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Nearing retirement? Here's how I support clients:
🧾 Setting clear goals
📊 Adjusting investments
🛡️ Planning tax-efficient withdrawals

#RetirementPlanning #FinancialAdvice #WealthStrategy #SmartRetirement

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

The 3 most important estate planning documents.
Get these in place today — hit follow.
#estateplanning #personalfinance #retirement #financialliteracy

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Social Security is permanent — don’t make a rushed decision.
Start with these 3 questions — hit follow.
#retirement #socialsecurity #personalfinance #financialliteracy

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

3 simple questions to know if we’re the right fit to work together. 🧠 #financialadvisor #money #planning #wealth

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Most mistakes happen when advisors aren’t on the same page. 🤝 That’s why my clients value having a financial quarterback. #financialplanning #money #teamwork #wealth

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

It’s not about documents—it’s about coordination. 📄 Let’s make sure your estate plan works. #estateplanning #money #legacy

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Roth conversions can save thousands—but timing is everything. 🔥 #rothira #retirementplanning #taxstrategy #financialadvisor #money

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

Paying tuition directly to a school avoids gift tax — and still lets you use a 529 plan.
Support your grandkids without the IRS taking a cut — hit follow.
#collegeplanning #estateplanning #personalfinance #taxes

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

It’s not just market crashes that derail plans.
Here are 3 overlooked risks — hit follow.
#retirement #riskplanning #personalfinance #financialliteracy

[Thomas Sweeney, ChFC®, CRPC™ @Tomtalksfinance]

SECURE Act 2.0 gives you a powerful 2025 planning opportunity. 💰 Let’s take advantage of it. #secureact2 #401k #retirement #money