Thomas J. Archer CFP
For over 33 years Tom Archer has been the financial advisor to the wealthiest families in the country. His clients include several Forbes 500 families including 22 billionaires as well as many well-known celebrities and entertainers. Tom also handles over 200 professional athletes, keeping the focus on wealth accumulation, wealth preservation, and asset protection.
Tom Archer was born in the South Bronx not far from Yankee Stadium. He attended Our Lady of Perpetual Help Grammar School and St. John the Baptist High School, where he received All League honors in baseball. Tom boxed as a youngster and later competed in the mixed martial arts where he currently holds a black belt. Tom had many baseball scholarship offers and attended Mt. Mercy College where he captained the Mercy Flyers in his senior year. Following College Tom had an opportunity to further his baseball career professionally and was sidelined with a leg injury although he says he was not good enough to make it anyway. He graduated Magna Cum Laude and received his business degree with honors majoring in finance. He then went on to receive his certified financial planning designation at the College for Financial Planning in Denver, Colorado. Tom is an avid baseball lover. He is the CFO of Baseball Miracles, a nonprofit organization that provides instruction and equipment for underprivileged children who have never had the opportunity to play baseball.
Over his 33 year career Tom has led several life insurance companies in production. He is also known for placing the largest life policy ever written, approximately $300 million dollars. Tom is a highly sought after speaker and has lectured extensively on the topics of motivation, succeeding in business and winning in life.
The Archer Financial Group
At The Archer Financial Group, we facilitate the planning for several billionaires, well-known celebrities and entertainers, fortune 500 families, as well as over 200 professional athletes from the MLB, NBA, NFL, and NHL.
While applying many of the traditional facets of insurance, we, at The Archer Financial Group like to promote a progressive think-tank approach to our business practice. We utilize an entrepreneurial spirit and vision to help strategize solutions, take advantage of opportunities and optimize benefits to aide our clients in moving forward confidently and successfully into the future.
We achieve a comprehensive understanding of the management and financial concerns facing our clientele. This enables us to make recommendations to our clients as an active and involved partner in their finances. We have over 30 years of expertise and experience identifying superior companies and products. Our implementation of insurance strategies for individuals and families withstand the test of time. We are focused on providing the best solution for our clients.
Evaluate your current insurance policies from a cost and coverage perspective
Discuss the benefits and pitfalls of forming a Captive Insurance company
Tailor the most effective type of Life Insurance coverage for your specific situation
Analyze the pros and cons of premium financing through a third-party lender
Estate, Gift and Trust Planning
Work closely with attorneys to develop your estate plan
Help to eliminate the estate tax burden for our clients and their heirs
Estimate estate taxes under current estate plans and devise alternatives with quantifiable tax savings
Identify potential liquidity problems at death caused by estate taxes and generation skipping transfer taxes
Preserving and Transferring Wealth
Craft tax effective gift programs using family limited partnerships, charitable trusts, generation skipping trusts, and other mechanisms
Devise intra family loans with minimum borrowing rate features
Analyze and update your estate plan to capitalize on tax advantages and assure that your beneficiaries not the government, retain the largest possible share of assets
Provide for sufficient liquidity for heirs to pay estate taxes
Health Care Benefits
Group Medical Insurance
Long Term Care Insurance
Professional Athlete Management
Create Wealth Accumulation
Insure Wealth Preservation
Structure Asset Protection
Implement Tax Efficient Strategies
Execute sophisticated disability income plans
Executive Fringe Benefits
Executive Bonus Plans
Split Dollar Insurance
Deferred Compensation Plans
Non Qualified Executive Fringe Benefits
Defined Benefit Plans
Defined Contribution Plans
As Seen In
THE ARCHER FINANCIAL GROUP
New York • Florida
400 Broad Hollow Road, Suite 302
Melville, NY 11747
New York City
277 Park Avenue 44th Floor
New York, NY 10172
150 East Palmetto Park Road
Boca Raton, Fl 33432