We provide Investment advising and wealth management with a focus on taxation, distribution, and preservation strategies. We work with our clients to protect and grow assets while incorporating tax and estate strategies to minimize exposure to risks. We offer a large portfolio of Medicare products as well.
Pecan Financial Services is a family-owned business with years of experience in retirement planning, asset protection, & long-term care planning. Thomas Mead is a recognized expert in Medicare insurance & is a published author who has been featured in both online and printed periodicals on this subject. With past experience as a FINRA and SEC-registered investment adviser & broker, Thomas understands the concerns of the risk-averse client & knows how to serve their needs. Make an appointment with us & you will understand why more than 60% of our new clients come from referrals by existing clients. If you are calling an 800 number to talk to a random agent, it’s time you talked to us!
Preparing for the future begins with protecting the present. I specialize in fee-only wealth management and financial planning as well as Health insurance and Medicare solutions. I am FFM and AHIP certified and I am licensed to sell insurance in Texas, Oklahoma, Tennessee, Virginia, Florida, and Ohio.
Texas Health and Life License
Series 65 Investment Advisor Law Exam
I worked with Thomas on my Medicare program. He answered all of my questions and explained very plainly the process and each step. There were no questions left after our meeting.
I highly recommend him!!!!