Standing Behind You Every Day
Isn't it time you stopped being a number on a contact list?
Because of what we do for our clients, that’s why
“we have a client retention rate of nearly 98%”
Tom started with the desire to fight for the people who got screwed over. I love answering to the client's direction and not the brokerage houses' quotas. I love seeing the success of somebody's hard work and our diligent planning let them watch their financial goals as reality.
When Tom isn’t out slaying dragons, he resides in Columbus, Ohio with his wife and two daughters where he enjoys the amazing adventure of raising twins, spending time with family & friends, volunteer work with children and animals, exploring the oceans as a diver and anything that can keep him outdoors.
We meet virtually through zoom using the highest security protocols. Our client's can easily access their accounts through our client portal (Blue Leaf) and utilize an encrypted document exchange. This allows us to work with you faster and more efficiently in any part of the country.
Who's going to empower yourRetirement Vision?
Serving our clients financial needs with Honor, Integrity, loyalty and an unparalleled commitment to helping protect their future. At Zickau & McCormick, we believe you deserve truly cutting-edge strategies and unsurpassed service. As your advocate, we strive to deliver an unwavering commitment to care for you, your family, and for your investments. Whether you’re an individual investor or business owner, we make it our mission to bring clarity and transparency to your financial situation. This extends to providing the financial education and guidance needed to make your goals a reality. We specialize in helping the medical professional or entrepreneur build the best retirement income plan with the most efficient strategies.
Serving as your retirement income specialist, our strategies are built to capitalize on your success and inspire lasting confidence in your future.
And Invite Them into theRetirement Journey of theirDreams
We value relationships and strive to truly know our clients and their families. Though we are heavily invested in your financial health, our focus extends far beyond your portfolio. We also look after your personal liabilities when it comes to your estate. This means things like helping to insure you have proper legal documentation of your estate and a clear beneficiary plan. We are committed to help grow and protect your wealth through all stages of retirement.
Adhering to a fiduciary standard complements the fact that we are also a fully independent firm...locally owned and operated. Unlike advisors who run their businesses beneath a Wall Street firm’s umbrella, which requires recommending commission-based investment products to meet quotas, our advice is never influenced by outside interests, shareholders or Wall Street.