About
“Honor, Integrity, Loyalty are not just words but the cornerstones to the way I live my life”
Tom Zickau wants to live in a world where people feel secure… get the lifestyle they deserve, are able
to wake up every day worry-free and have the peace of mind they deserve in their financial world.
With Tom’s vast knowledge and experience with retirement planning, he is able to address issues
that can be overlooked by other advisors. His goal is to save his clients thousands of dollars and to
help them avoid surprises that can shatter a comfortable retirement.
You will discover as an independent, full-service/comprehensive financial planner, that we have access to utilize the Full Checklist software and reports.
The Full Checklist report (www.fullchecklist.org) is designed to help you uncover legal, governmental
and personal savings, benefits and documents that are available to you while helping ensure that you
have the added peace of mind knowing all the pieces of your personal plan are there and working
properly when you need/want them.
During his 20 year tenure, his uncompromising integrity and no excuses attitude has made him both
friends and enemies. Friends with those who believe the simple truth that the client comes first…
and enemies with those in the financial industry that instead put themselves first. He is
affectionately called “Wall Street’s Nemesis” by many of his clients.
When Tom isn’t out slaying dragons, he resides in Columbus, Ohio with his wife and two daughters
where he enjoys the amazing adventure of raising twins, spending time with family & friends,
volunteer work with children and animals, exploring the oceans as a diver and anything that can
keep him outdoors.