Thomas Dyer

133 Arlington St. Unit B
PO Box 1051
Acton, MA 01720

About Integrated Financial Partners, Inc./Lincoln Financial Advisors Corp.

Helping you improve your inocme & significantly impact your quality of life through the coordination of your financial affairs.

Financial Second Opinion(TM) which includes Financial Planning, Portfolio Analysis, Business Owner Planning.

Lifetime Income Model (TM) includes Retirement Planning, 401(k) rollovers, SEPS, SIMPLE & other retirement plans, IRA's Tradional, Roth Coverdell, 529 Plans.

Planning for Financial Comfort(TM) includes Wealth Accumulation Strategies, Investment Planning, Life Insurance & Family Protection Strategies

My clients are Proffesionals, Retirees, Pre-Retirees & Business Owners.

12 Years of Experience



General Information
Firm Start Year:   1996
Name of Broker/Dealer:   Lincoln Financial Advisors Corp.
States Licensed in:   MA, NH, VT
Number of Years with Current Firm:   3
Work Experience:   Prior to entering the financial services industry I worked for an International Hospitality company as an Operations Manager, managing several of their business accounts in the Washington DC area. Specializing in turn-around operations. I was responsible for managing all aspects of the business: sales, marketing, HR, purchasing and production.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Fixed & Indexed Products , Insurance , Mutual Funds , Bonds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At your home , At my office , Via phone , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Fixed Annuity , Disability Income , Accident , Variable Life , Long Term Care , Variable Annuity , HMO , Life , Health , Annuity
Financial Organization Memberships:   Mass Association of Health Underwriters , National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   Acton Lions Club
Middlesex West Chamber of Commerce


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions
Additional Details on Charges:   Asset Management fees are based on the dollar amount of assets under management. Management fees start at 1.5% and can go down to .75%

We Charge planning fees and design programs that are affordable for our clients, Planning fees are based on what is involved. Our planning is designed around the clients needs, goals and objectives no two clients are alike so fees will vary.



FAQs


DISCLAIMER

Thomas J. Dyer is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

CRN200807-2018409

Thomas Dyer

Thomas Dyer

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM