From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer

Future Focused: Sophisticated Estate Planning

In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one to sit on the sidelines, shares his personal journey from a humble beginning to amassing a clientele that includes billionaires and professional athletes, emphasizing the importance of proper financial planning, asset protection, and the pitfalls of lacking financial literacy. This episode is a playbook on effective strategies for preserving wealth across generations and underscores the significance of understanding the changing tax landscape. Tune in for an insightful discussion on making informed decisions that ensure your financial legacy is in the hall of fame, not the hall of shame.