Business Tax Planning, Income Planning | Thoughtful Advisors

About Us

Gary LoDuca, CFP®, ChFC

Founder, Owner & Chief Executive Thinker

Thoughtful Conversations Lead to Thoughtful Outcomes

After 25+ years in financial, investment and tax related services, I realized most business owners and successful employees weren’t getting specific actionable advice that was improving the bottom line results for themselves, their business or profession and their family. We think differently because that’s where value is created that benefits our clients.

Our Story

We started Thoughtful Advisors as a fiduciary-focused ethical alternative to corporate financial service providers. We help our clients “Understand What Is Possible” to improve their tax and financial lives through thoughtful strategies that address their specific expectations.

We believe Sir John Templeton was right when he said,

"If you want to have a better performance than the crowd, you must do things differently from the crowd."

We do.

Next Steps

Doing the same thing and getting the same results is the easiest path that most people take. Making a decision and doing something takes effort. Make a decision to have a thoughtful conversation.

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Thoughtful Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thoughtful Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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