Paul Thomas

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Check the background of this investment professional on FINRA BrokerCheck.

11270 W Park Pl Ste 980
Milwaukee, WI 53224
Hours:
Milwaukee Office
Monday - Friday 8:00 AM to 5:00 PM
Please feel free to leave a detailed message on my voice mail.
414-359-1613, Extension 244
Phone:
(414)-359-1613 ext: 244
Fax:
(414)-359-1758
Cell:
(414)-690-9449
States Insurance Licensed:
WI
Areas Served:
South Central Wisconsin including Waukesha, Oconomowoc, Jefferson, Madison and Kenosha
Languages Spoken:
English

My Professional Information

Before I entered the financial services industry, I served my community and others as a Police Officer.  I am a U.S. Army Veteran and also served as a civilian contractor working with various U.S. and foreign military units in Afghanistan.

I have earned the Life Underwriting Training Council Fellow (LUTCF) designation.  I have my Series 6 and 63 licenses.  I have been an active member of the National Association of Insurance and Financial Professionals (NAIFA) since 2009.  I am also an active member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.  I will continually enhance my skills striving to be in a better position to assist you.

I have been providing Life Insurance and Disability Income Insurance in South Central Wisconsin for over 9 years. During this time, I have enjoyed helping my clients by protecting their assets with Life and Disability Income Insurance as well as Long Term Care Insurance and various Annuity strategies.

Typically, my relationship with my clients begin with an initial consultation for both of us to get to know each other.  Many topics of concern are addressed and reviewed as necessary. A strategy is later designed to help that client achieve their goal(s).

My Personal Information

I have lived in Wisconsin my entire life. My family and I currently live in Jefferson County. I have been married to Kathy since 1995 and we have six wonderful children that we were very blessed to adopt. I enjoy spending time with my family outdoors and our tradition is "Friday Night Movie Night!" Some activities that we enjoy together are Boy Scouts, baseball, soccer, golf and softball. We also love our road trips and enjoy watching Green Bay Packers football!

Products I Am Licensed To Provide

  • IRAs
  • 529 College Savings Plan
  • Mutual Funds
  • Pension Plans
  • Annuities
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Medicare Supplement Insurance
  • Health Insurance
  • Critical Illness Insurance
  • Employee Benefit Plans

Planning

Individual Planning:
  • Risk Management
  • Wealth Accumulation
  • Retirement Income Planning
  • Estate Planning
  • 401(k) Rollover
Business Planning:
  • Retirement Accumulation
  • Retirement Income Planning
  • Buy-Sell Arrangements
  • Executive Bonus Plans
  • Key Employee Insurance
  • Estate Equalization
  • Group Insurance

Products I Offer

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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