Tom Beno
Advanced Planning Consultant
Orchestrate Your Legacy
905 George St
De Pere, WI 54115, US
Professional Details
Thomas helps his clients prepare for the best retirement they can have. As co-author of the book ‘Orchestrate Your Legacy’, Thomas also works with business owners and professionals on legacy planning, tax reduction, and asset protection. He holds a BS in Finance from Montana State University, and has spent the last 20 years as a financial consultant. His broad experience includes lending, real estate, life insurance, and securities sales.
Areas of Expertise
- Insurance Agent
- Retirement Specialist
We have worked with Tom for over 20 years now. He now shares his expertise with our grown adult kids who have needed long term goal advice. Tom has advised us over the years and given solid current planning and long term advice. He is a trusted adviser and friend. I would highly recommend him.
I have worked with Tom for the better part of two decades, from college planning all the way through retirement strategies. Tom has become a great friend and a trusted confidant/advisor. Alway professional, friendly and looking out for his clients.