Tom Best, Fiduciary Investment Advisor Representative
Retired Air Force Officer | Retirement Income Planning Specialist
Tom Best is a seasoned Fiduciary Investment Advisor Representative with over 25 years of experience in financial services. A retired U.S. Air Force officer and aviator, Tom applies the discipline of military precision and integrity to his financial planning practice. His guiding principle—“plan the flight before flying the plan”—perfectly reflects his strategic approach to retirement income planning and long-term asset protection.
Since entering the financial services industry in 1992 with The Equitable, Tom has dedicated his career to helping individuals and families achieve financial success through personalized guidance and education. Today, he focuses on serving pre-retirees and retirees by designing tailored strategies that help safeguard their savings, supplement income sources like pensions, 401(k)s, and Social Security, and support long-term financial goals.
Tom’s military background instilled in him a deep respect for service before self and uncompromising integrity—values that continue to define his client relationships. He believes that the foundation of sound financial advice lies in truly understanding each client’s goals, risk tolerance, and concerns. For retirees, this includes addressing sequence of returns risk, a critical factor that can impact income security if not properly managed.
Tom is also well-versed in long-term care planning, helping clients prepare for one of retirement’s most underestimated risks. With more than 70% of Americans likely to require long-term care at some point in their lives—and costs averaging over $138,000 per person—Tom equips his clients with strategies that help preserve assets and provide financial stability during times of need.
As a fiduciary, Tom Best upholds the highest standard of care, always placing his clients’ best interests first. His thoughtful, mission-oriented approach makes him a trusted partner for those seeking clarity, protection, and peace of mind as they transition into retirement.
For strategic retirement planning grounded in ethics, experience, and personalized care, connect with Tom Best today.
