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    Thomas "Tom" Marney

    CFP®

    MassMutual Mid-Atlantic - Main Office
    6085 Marshalee Drive, Suite 210 Elkridge, MD 21075-6023
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    Check the background of this investment professional on FINRA's BrokerCheck

    About Tom

    BUSINESS PHILOSOPHY

    My goal as an advisor is to provide my clients with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet the established goals of those I work with. My personal mission is to become a lifetime resource for each and every one of my clients and their families.


    INDIVIDUAL SERVICES
     

    Wealth Accumulation Strategies

    • Fixed and Variable Annuities
    • Education Funding Strategies
    • IRA Consolidation/ Rollovers
    • Pension Payout Alternatives
    • Retirement Planning & Income Strategies
    • Mutual Funds/ Exchange Traded Funds

    Family Protection/Wealth Preservation Strategies 

    • Comprehensive Financial Strategizing
    • Life Insurance and Risk Management
    • Long Term Care Insurance
    • Mortgage Protection (through Life Insurance & Disability Income Insurance)
    • Charitable Giving Strategies
    • Estate Conservation Strategies

     

    PERSONAL INFORMATION

    • Over 35 Years of service in the Financial Services industry.
    • CERTIFIED FINANCIAL PLANNER™ Professional Designation received in 1991
    • Enjoys hiking, fishing, boating and traveling 

     

    BUSINESS SERVICES

    Business Continuation/Key Employee

    • Deferred Compensation Plans
    • Executive Retirement Plans
    • Key Person Life & Disability Insurance
    • Buy/Sell Agreement Funding
    • Disability Buy-Out Plans
    • Business Overhead Coverage

    Retirement Plans/ Employee Benefits

    • 403(b)/401(k)/ Profit Sharing Plans
    • Money Purchase Plans
    • Defined Benefit Pension Plans
    • SEP and SIMPLE IRA Plans
    • Group Insurance (Life, DI & Dental)
    • Supplemental Health Insurance
    • Flexible Spending Accounts

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies
    • Special Care

    Thomas (Tom) Marney CFP® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075-6023, Tel: (443) 492-6600

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Delaware, Maryland

    I am licensed to sell Securities Products in the following jurisdictions:
    Maryland

    Thomas (Tom) Marney CFP®, Elkridge, MD

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