FAQ

Why do you offer seminars and workshops?

We offer online and local educational seminars and workshops, because we have a strong commitment to making available to you the information you need to make informed financial decisions.  

 Every successful brand-name company, even Hershey Chocolates and Apple Computer, advertises.  All advertising is expensive, and may only have your attention for a fleeting moment.   Because personal financial concerns cannot be addressed with a one-minute commercial or a cookie-cutter approach, we have found that seminars and workshops are the most effective method for acquainting serious individuals and owners of small businesses with possible solutions to their financial needs.

What exactly do you do?

The Wealth Technology Group is an association of financial service professionals, headed by Gary F. Thomas, JD, LLM, CLU, ChFC, dedicated to helping individuals, families and small businesses create, preserve and control wealth, lower taxes, protect assets, and pass legacies to the next generation in the most efficient manner.

How do you do that?

We use an array of innovative tax-reduction techniques as well as the latest strategies and technologies, to help you reduce your overall lifetime tax burden and the taxes which may be due at death.  We also utilize select investments: mutual funds, managed accounts, real estate investment trusts, energy shares, annuities and life insurance options, combined with a tactical approach, with the objective of providing some stability in a volatile environment.

How do I become a client of the Wealth Technology Group?

Typically, when you make contact with us you will be offered the opportunity to meet Gary for a telephone appointment, and should it seem mutually beneficial, a  follow-up consultation with either Gary, or another specialist in the area of your needs.   Both appointments are without charge or obligation to you.  Should we decide to go forward with a meeting, we will ask you to provide some basic financial data in advance, so that we have the tools for assessment and goal-setting.

 Why must I have a telephone appointment first?

We have found a scheduled phone appointment to be a valuable tool in assisting busy people and business owners who need to speak with us.  During the phone appointment we will help you to identify your most pressing financial issues and gather some initial information.  We will then be able to answer your specific questions in more depth.

Is the information I provide confidential?

Absolutely!  Your information is held in the strictest confidence and is only used to assist us in identifying and answering your particular investment, tax, asset protection or estate planning needs.  Stringent compliance and good practice demands that no information you share with us is ever sold, rented or traded, and is all held with the strictest security measures available.    Everything you provide us is returned to you upon request.

How and when does your company get paid?

Depending on your needs, we may be paid in any of a variety of ways.  You may be charged by the hour or pay a one-time fee based on the nature of the work you agree upon.  You may elect to pay asset-based fees should you use our asset management service.  In some instances we will receive commissions or fees from companies that offer insurance or investments.  In all circumstances, any fees or charges will be fully discussed with you and agreed upon in advance.   We promise absolutely that no bill or fee will ever surprise you.

Are you employed by, or do you represent any particular investment company?

No.  We are an independent financial services firm.  We represent scores of companies offering financial products and strategies.  We are independent of those companies, however, and are able to select appropriate investment options tailored to your needs and concerns.    Gary Thomas is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. (TFA).

Are all of your clients rich?

Not yet.  The Wealth Technology Group serves individuals, families and business-owners from all walks of life.  We serve millionaires and “thousandaires”.  We seek to help anyone who has a sincere interest in improving his or her standard of living by lowering taxes, controlling wealth and creating legacies.

Further questions?   Send me an e-mail at advice@wealthtechnology.com