Thank you. Tom is looking forward to the conversation.
Your 30-minute consultation is on the calendar. You should receive a confirmation email with the video-conference details within the next few minutes.
You’ll be meeting with me — not a screener, not a sales rep, not an associate.
Every first conversation at NPPSS happens directly with me. That has been the policy for 27 years and 4,000 clients. I do it this way because the decisions you’re thinking about — whether they involve your benefits, your giving, your estate, or all three — are too important to hand to someone who is still learning the material.
When we talk, I’m not going to pitch you. I’m going to listen. I want to understand where you are, what’s working, what’s not, and where you feel the gaps. Then I’ll tell you honestly what I see — what I would do if it were my own plan, and what I wouldn’t. Sometimes that means we work together. Sometimes it means you take what you learn and bring it back to your current advisor. Either outcome is a win.
See you soon.
Here’s what this conversation will and won’t be.
No Sales Pitch
We’re here to understand, not to sell. If there’s a fit, we’ll talk next steps at the end. If there isn’t, we’ll tell you that honestly — and point you toward what would serve you better.
Complete Confidentiality
Everything you share stays between us. Your financial picture, your concerns, your questions — all protected. Nothing leaves the call without your permission.
Real Recommendations
Within 48 hours you’ll receive a written summary of what we discussed and specific next-step options — whether that’s deeper work with NPPSS, a referral, or notes for your current advisor.