Tom Holdsworth,
Financial Services Professional
Thomas C. Holdsworth, LUTCF, CLTC
Committed To Helping You Prepare Your Financial Future And Protect What Matters Most…
I began my career in 1984 following in my father's footsteps and proudly became a second generation Agent with New York Life Insurance Company and a Registered Representative with NYLIFE Securities LLC. I have acquired the knowledge and resources to help accommodate clients' personal financial needs by providing effective and innovative solutions for the problems that people and businesses face. I am committed to developing a long term relationship by providing value and being a trusted resource.
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, I believe that it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a strategy that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
My pledge to you...
In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.
Professional Credentials:
Life Underwriter Training Council Fellow (LUTCF)
Certified in Long-Term Care (CLTC)
Membership:
Member National Association of Insurance and Financial Advisors (NAIFA)
The Million Dollar Round Table 1
Achievements:
2018 Qualifying Member Million Dollar Round Table (MDRT)1
Lifetime Member Million Dollar Round Table (MDRT) 1
Lifetime New York Life Member of Council 2
Member 2016 New York Life's President's Council 2
Past recipient New York Life Cleveland Service Center Individual Commitment to Excellence 2
New York Life Long Term Care Circle of Champions 2 (2002,2005,2006,2007,2011,2012,2013,2014,2015,2016, 2017 Gold LTC Elite)
New York Life Guaranteed Lifetime Income Annuity Leader 2 (2008, 2009,2011,2012,2014, 2016)
Senior NYLIC 2
1 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
2 New York Life sales achievement award.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.