Gary LoDuca, CFP®, ChFC
Founder & Chief Executive Thinker
Thoughtful Conversations Lead to Thoughtful Outcomes
After 25+ years in financial, investment and other 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 we know that's where value is created that benefits our clients.
Our Story
We started Thoughtful Advisors as an alternative to all the mainstream financial service providers. We embrace the value created for our clients from the benefits of coordinating the focus, efforts and expected outcomes with your tax and legal providers to identify the most thoughtful strategies that address your 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.