FINANCIAL ADVISOR
Alok Tomar

What makes a good financial strategy? For starters, it's having enough to retire. Just as important, though, are assessing risk, protecting assets, balancing multiple goals, managing debt, considering tax benefits . . . and more. This is the kind of heavy lifting that I love to do, so clients can focus instead on the things they enjoy.

I meet regularly with each client to review our progress and any recommendations. They know to expect a caring, relaxed environment, allowing our conversations about life's possibilities and financial decisions to flow comfortably and naturally. I believe in long-term relationships so that, come...