At Murphy & Sylvest, we strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. Since 1988, Tom Murphy has specialized in helping business owners, corporate executives, military veterans and high net worth individuals create, preserve and transfer their wealth. Tom designs innovative business continuity plans, asset protection plans and tax-favored wealth accumulation and transfer strategies.
Tom holds a master's degree in financial services and has earned the following designations: CERTIFIED FINANCIAL PLANNER (CFP) professional, Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), Certified Family Business Specialist (CFBS), Certification for Long-Term Care (CLTC), Certified Divorce Financial Analyst (CDFA) and Special Care Planner.
Tom holds a master's degree in financial services and has earned the following designations: CERTIFIED FINANCIAL PLANNER (CFP) professional, Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), Certified Family Business Specialist (CFBS), Certification for Long-Term Care (CLTC), Certified Divorce Financial Analyst (CDFA) and Special Care Planner.
Services
This client came to Murphy & Sylvest with significant student loan debt, three young children, and a husband who was facing illness resulting in an unplanned period of unemployment. They needed a financial plan that would guide them through this difficult period with the end goals of being debt free, paying for their children's education, and financial independence.
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