Stephanie Thomas

Popular
Stephanie Thomas - Stephanie Thomas
Stephanie Thomas - Stephanie Thomas

Contact Information

Stephanie Thomas is a financial professional, mom, and military veteran. Prior to finding her new mission in financial services, she served as a Captain in the U.S. Air Force as a nuclear operator on the Minuteman III weapon system. She believes financial education should be available for everyone. This newfound mission has allowed her the opportunity to serve others grow and protect their income.

Stephanie encourages veterans to step out of their comfort zone and share the gifts they were given. “Our voices and our stories matter and need to be told because the world is a better place because of it”. When she’s not leading her team or helping families with their finances, you can find her chasing around her two boys, being active in her community, helping veterans find their purpose, and enjoying time outdoors.

Popular Speaking Topics
-MONEY TIPS WHEN ENTERING THE MILITARY
-SGLI, VGLI, & PRIVATE SECTOR LIFE INSURANCE
-BEING FINANCIALLY SAVVY WITH YOUR VA BENEFITS
-MONEY 101: HOW TO FINANCIALLY PLAN FOR LEAVING THE MILITARY
-ESTATE PLANNING: TRUSTS & WILLS, POA, GUARDIANSHIPS, SPECIAL NEEDS TRUSTS
-EDUCATION PLANNING
-DEBT MANAGEMENT
-MAXIMIZING YOUR MONEY AFTER RETIREMENT
-INDIVIDUALIZED FINANCIAL TRAINING
-UNDERSTANDING YOUR 401k, OR OLD 401K’s, 403b, 457b, TSP, etc.
-LONG-TERM CARE
-FINAL EXPENSE
-FINANCIAL WELLNESS WORKSHOPS & BRIEFINGS
-RETIREMENT PLANNING
-EMPLOYEES SPONSORED PLANS
-TAX SAVING STRATEGIES
-FINANCIAL LITERACY FOR YOUTH
-FUNERAL PLANNING
Address
Fullerton, Orange County, California, United States
Social Info

Location

Fullerton, Orange County, California, United States