Additional Financial Services – Froehlich Financial Group
Did you know you can lean on The Kerr Agency for investment management and analysis as well? We are proud of our partnership with Froehlich Financial Group, your trusted wealth advisor located in Spring Lake Heights, New Jersey. When you need investment and portfolio advice you can count on to complement your insurance portfolio needs, contact Tom at Froehlich Financial Group. His team can connect you with the advice and management services you need as a company.
The team at Froehlich Financial Group truly focuses on individual needs and goals thanks to personalized attention for each and every client. With a goal to make your wealth work for you, Froehlich Financial Group takes the time to get to know you and your life goals so you can be as successful as possible, whether that involves an investment portfolio, a family business, retirement plan, estate plan, succession plan, or non-qualified deferred compensation plan.
Froehlich Financial Group – Helping Clients Make Wise Choices…
Tom Froehlich is a Certified Investment Management Consultant and Analyst holding the Series 7, 63, 65, and 24 securities licenses, with additional licensed to provide Life, Health, Property and Casualty insurance services to his clients. He’s a problem-solver and helps his clients and their families do the same. Making wise choices when it comes to managing wealth is the name of the game. He specializes in designing and implementing benefit programs for the owners, partners and key employees of professional organizations. Because top-ranking and top-earning professionals within a company often can’t fully take advantage of offered benefit programs due to inherent restrictions, Tom helps those owners and executives reach their financial goals despite this. In fact, he often suggests companies develop programs designed specifically for owners and top management. These so-called “carve out programs” may comprise retirement plans, life and disability programs, and bonus and succession planning. These types of programs give top-level employees a chance to not only save more pre-tax money thanks to a custom tailored approach but they also help organizations recruit, reward and retain the best of the best executives.
Tom is the president and CEO of American Executive Benefits, Inc., which designs and implements Executive Benefit Plans for corporations, business owners and professionals. He is a frequent guest speaker who enjoys sharing his expertise on retirement planning, investment management, and estate preservation. Also to Tom’s credit:
- Member of the board of directors
- Past president of The Wealth Advisor Institute
- Member of the Financial Planning Association
- Founding President of the New York Chapter of the Investment Management Consultants Association (www.imca.org)
- Active with the American Cancer Society
- Serves on the Corporate Leadership Council; board of directors for the Jersey Shore Region.
Tom is a devoted family man, married with three children and two grandchildren. He brings 30 years of industry knowledge and experience to the table in order to provide his clients with the very best wealth management advice.
Contact The Kerr Agency today to learn more about partnership with the Froehlich Financial Group and how it can benefit you.