Thomas Weiss, RICP^®,CLTC^®,LUTCF^®

 

Next Step Advisors was started with a simple belief: financial planning should feel clear, not overwhelming. Too many people delay important decisions because the process feels complicated or intimidating. My job is to simplify it.

I am dedicated to working with individuals, families, and businesses who want structure, direction, and confidence about where they are heading — especially as they approach retirement. Whether it’s building reliable income, protecting assets, or planning for long term success. I focus on clear and practical strategies that make sense in the real world.

My designations — RICP^®, CLTC^®, LUTCF^®, — reflect my commitment to doing this the right way, with specialized training in retirement income and protection planning, but what matters most is how that knowledge translates into straight forward guidance and measurable progress.

At the end of the day, I believe planning works best when it’s collaborative. We define the goal, create the roadmap, and take the next step forward – together.