About Us
Gary LoDuca - Retirement Plan Designer
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 their employees weren’t getting the best retirement plan(s) for their specific needs and goals.
We think differently because that’s where value is created that benefits our business owner clients.
Our Story
We started Thoughtful Advisors as a fiduciary-focused ethical alternative to big box service providers. We help our clients “Understand What Is Possible” to improve tax and financial outcomes through thoughtful strategies that address specific expectations and concerns.
Sir John Templeton was right when he said, “if you want to have better performance than the crowd, you must do things differently than the crowd.”
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.