Practice Description

Tom provides comprehensive planning to individuals and families as well as retirement plans for small and medium-sized companies.  He conducts extensive analysis of clients' financial situations before developing and executing strategies to fit their needs and meet their goals.  His rigorous financial planning process addresses current financial position, risk management, tax management, investment management, retirement planning and estate planning.

He conducts frequent seminars on financial planning for corporate clients and has led numerous seminars on education planning for parents and grandparent groups.  He is widely recognized as a progressive leader in Education Planning.  He advises individuals in the legal, medical, high-tech, and engineering professions as well as others in retailing and a variety of industries.

Educational and Licensing Qualifications
                Bachelor's degree in Economics, Grove City College
                    Security & Intelligence operative, U.S. Army Reserves
                    Licensed securities representative
                    Licensed financial adviser
                    Licensed insurance representative
                    Securities Licensed in Pa, Oh, In, Il, Ky, Md, Ma, NJ, NC, SC, Co, & Va.

View Tom's bio on the Allegtheny's websiteat http://alleghenyinvestments.com/ouradvisors.php?oa=Windfelder 

Privacy Statement

TBROOKS Financial Services, an independent financial planning firm, is committed to safeguarding the confidential information of its clients.  We hold all personal information in the strictest conficence.  These records include all personal information that we collect from you in connection with any of the services provided by us.  We have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not intend to do so in the future.  If we were to anticipate a change in this policy, we would be prohibited under the law from doing so without advising you first.  As you know, we use health and financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.  Our policy with respect to personal information about you is listed below.

• We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law.  (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.
• We maintain a secure office and computer environment to ensure that your information is not placed at unreasonalbe risk.
• The categories of nonpublic information that we collect from a client depends upon the scope of the client engagement.  It will include information about your personal finances, information about your health to the extent that it is needed for the planning process, information about transactions between you and third parties, and information from consumer reporting agencies.
• For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private.  Federal and state regulators also may review firm records as permitted by law.
• We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
• Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter as required by federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility.  After this required period of record retention, all such information will be destroyed.

You have the right to review your personal information collected by us.  You may do so by calling 412-536-8077.

Google Analytics are used in the form of cookies that collect anonymous traffic data.  No personal information is collected

By using this site, you signify your agreement to our privacy policy.

PLEASE NOTE THAT WE ARE NOT RESPONSIBLE FOR THE CONTENT OR PRIVACY PRACTICES OF WEB SITES TO WHICH OUR WEB SITE MAY LINK.

TBROOKS financial Services provides long-term investment management and financial planning for the accumulation of wealth and the creation of legacies.  In the process of working with clients, we identify the goals and address the obstacles, which are the two building blocks for making sound decisions.  The ultimate objective is your personal satisfaction, and peace of mind.