Protecting Your Money
Helping you plan for a successful journey
Thomas B. Paine
owner/Investment Advisor Representative
Descending the Mountain
Mr. Paine began his financial services career on the Central California Coast in 1986 and was a pioneer in the marketing of long term care insurance through his business, LTC Insurance Marketing in Santa Maria. His focus on the LTC market has provided a unique perspective on the financial needs of those in or near retirement. He knows that one of our greatest fears is outliving one's money.
In 1992, Mr. Paine founded Paine Financial Services and has numerous professional licenses including the series 7 and 65 registrations. He has been a consistent top producer and member of his firm's "Leaders Club."
Mr. Paine started the Ben Paine BSO Scholarship Fund in 2006 after the passing of his son at the age of 21. The sudden loss was a "wake-up" call that we need to "do things now." Whether it's visiting old friends or planning one's retirement, tomorrow never comes. We can only do things today.
Tom's business focus is working with those in or near retirement. Too often, after climbing the mountain of success, one isn't necessarily prepared for managing the graceful descent and passing one's legacy in the most secure and tax efficient manner. As an independent advisor, Mr. Paine brings to you a wealth of tax and estate planning experience along with a unique suite of ideas designed to protect and maintain one's standard of living throughout one's life.