Nicki A. Biamonte, LUTCF, CLTC & Thomas C. Wilson, RICP, LUTCF

Your Resource for Life, Disability Income, Long-Term Care, Investments and Special Care Planning.

Nicki Biamonte and Thomas Wilson, Financial Services Representatives, have been serving their clients in the financial services industry for over 25 years.  Both Nicki and Thomas have completed the Special Care Planning comprehensive training program and are equipped to provide customized financial solutions for special needs individuals and families with a special needs dependent.
As well as being Special Care Planners, Nicki and Thomas assist individuals and businesses with insurance protection, through life insurance, disability income protection and long-term care insurance.  In addition, they also concentrate on investment strategies, retirement planning, 401k rollovers, and tax saving strategies. Nicki and Thomas are Investment Advisor Representatives and hold the LUTCF (Life Underwriters Training Fellow) designation. Tom is also a Retirement Income Certified Professional (RICP). This designation allows him to assist clients in creating sustainable retirement income. Their wealth of experience and knowledge allows them to create a customized financial roadmap for individuals and their family.
Nicki Biamonte and Tom Wilson have given numerous special-needs planning workshops and seminars on both the local and national level. If your organization has any interest in learning more about them presenting to your group, or if you have any interest in reaching out to them for your own personal planning, please contact Nicki Biamonte and Tom Wilson.