Tom Moffat

Pension Plan Advisor

Tom provides our team and clients with customized design and advice for all types of Retirement Plans (401(k), Profit Sharing, SIMPLE, SEP, Defined Benefit, Cash Balance, Non-Qualified deferred compensation).  As these Plans are critical and complex, Tom takes a personal approach to explaining the benefits and exit strategies prior to implementation or takeover of existing plans.  Tom has been with Sagemark Consulting for almost 20 years and in the industry for 30 years.