Thomas L. Casella LUTCF, ChFC is the owner of the TLC Prosperity Group. He is a graduate of Fordham University and entered the financial services industry in 1967 in the New York-Long Island area. He and his family relocated to the Phoenix area in 1983. He is a licensed Life and Health insurance agent as well as a registered rep and registered investment advisor. He is a member of the Million Dollar Round Table, NAIFA (National Association of Insurance and Financial Advisors) and SFSP (Society of Financial Services Professionals). His forty plus years of experience have helped him understand the need for planning on a protection first basis.
Director of Administration is Laurie Coulter FLMI, AIAA, ACS. My partner is Mike Huang as well as Dwight Spence, CFP® and William Cassidy CLU, ChFC®, the managing partners of Spence, Cassidy and Associates, LLC.
Mission Statement
Our goal is to encourage our clients and their families to have maximum financial security while attempting to maximize the efficiency and effectiveness of their money.
Financial success is building increased wealth for our clients (not risk based) and having the right to spend money without the fear of it running out. We want our clients to enjoy their assets and be able to pass them on with the right of choice.
A: Government
B: Financial Institutions
C: Other wealthy people
D: Corporations (nursing home healthcare)
E: Charities
F: Family
In designing plans for our clients we want them to work in all circumstances not just under certain circumstances.
Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, 4835 East Cactus Road, Suite 425, Scottsdale, AZ 85254, (602) 230-2995, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company(r) (AUL), and other insurance companies. The TLC Prosperity Group is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
Tom Casella is licensed and authorized to conduct life insurance business in AZ. He is also licensed and authorized to conduct securities related business in AZ. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
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