The Rockwood Financial Group was founded in 1996 on a very simple concept.
We believe that the goals of our clients are the reason for our professional existence.  We believe that our biggest responsibility to our clients is to explore the entire marketplace for the best solutions in order to meet those goals. And we believe that being unbiased and completely independent is the only way to objectively deliver our services and continue to meet those ever changing goals.

THOM SHUMOSIC, CFP®, AIF®
President
University of Delaware
B.S. in Leadership and Economics
CFP® attained through the College for Financial Planning
AIF (Accredited Investment Fiduciary) attained through the Center for Fiduciary Studies in 2008
Member of the Financial Planning Association (FPA)
 
As the founder and President of the Rockwood Financial Group, Thom brings a wealth of experience to his clients. With a specialty in the qualified plan marketplace, Thom believes that delivering face to face information to plan participants is the single most important element to the success of a 401(k) plan. 
 
1. What is my greatest strength as an advisor? My greatest strength as an advisor is the ability to help prevent folks from making the "big mistakes" that undermine their personal financial plan. This includes spending a lot of time up front to understand exactly what the client's time horizons are, what has and hasn't worked for them in the past and to dig deeply into their financial dreams. For me, it's a matter of providing a blueprint and staying the course!
2. How do I stay in touch with my clients? I have a deep belief that the best meetings and the best exchanges of ideas and information happen in face to face encounters. All of the technology of the day doesn't achieve the same effect as a meeting to review and re-state goals and dreams.
 
3. Why a potential client would want to work with me? The biggest reason clients choose to work with me is that I deliver what I promise in the time frame that the client wants it done. It's also a matter of keeping my radar up for articles, books, reference pieces that may not have anything to do with financial goals, but are important to my client's interests and passions. Often the most important resources I provide to my clients are my contacts and my network of other professionals.

shumosic@ae.cadaretgrant.com