Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Make Smart Financial Decisions
Personal financial planning and investment advice.
You have goals and want to make smart financial decisions. You value time and relationships and want the advice of a financial professional. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help.
You want an advisor that understands your unique federal benefits. One that can help you through your FERS and CSRS retirement experience.
You proudly serve our country and want to prepare for the transition to retirement.
You own a business and have both personal and business financial goals.
*If this does not sound like you but you would still like to work with us, Contact us today so that we can learn more about your goals.
You deserve genuine financial advice, as an Accredited Investment Fiduciary we have taken an oath to work in your best interest.
You know exactly what it costs for our services. Our fees are straightforward.
You can engage with us virtually. We service clients from coast to coast and utilize technology to help deliver a great client experience.
Federal and Military Families have unique needs. We specialize in helping you achieve your savings and retirement goals.
You can't ignore the tax implications of your investments. We have the knowledge and tools to help.
Hello and thanks for stopping by. I'm Tom, President of Carlisle Financial Group, and since 2007 I have been helping people just like you plan for a successful retirement. I am passionate about my client's financial lives and welcome you to contact our office to learn more about our services.