Thomas R. Leverone

Retirement Plan Specialist

Phone: 703-847-4325
Professional Designations: CPFA, ChFC®, CLTC, M.Ed.

Tom is an Associate of Washington Financial Group specializing in the Retirement Plan market setting up and maintaining 401(k) plans.  He also helps clients with overall financial planning including multiple lines of insurance with a specialty in Long Term Care insurance.  For the past 17 years, Tom has worked with companies and individuals to determine their needs and provide appropriate strategies.

Tom is a proud member of the team at Washington Financial Group that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

In regards to the 401(k) field, Tom works with employers to develop strong employee education programs including onsite workshops and face to face meetings.  In addition, he works with employers to help understand and address their fiduciary responsibilities.  As an associate of Washington Financial Group, his team works together on behalf of their clients to help them manage the most appropriate, cost effective retirement plan.

In addition, Tom has earned the ChFC® (Chartered Financial Consultant) and CLTC (Certified in Long Term Care) designations.  He has conducted Long Term Care seminars throughout the Washington, D.C. area as well as nationally and has spoken at national conferences.  While focusing on the Retirement Plan market, Tom also assists individuals plan for retirement, future college tuition costs, various investment objectives and insurance concerns.

Tom is an active volunteer in the Vienna community coaching a variety of sports teams.  He is married and has four children.

 

 


¹Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients.


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