About

About Tom Space CFP

Tom Space CFP has been in the financial planning industry since 1991 after completing 25 years in banking, serving as a regional president of a $3 billion Regional New Hampshire Bank and later as a vice president/trust officer and trust department manager responsible for $180 million of client investment assets.

Currently, he advises business owners, executives, individuals, and trustees with investment management, estate and pre-retirement planning, post-retirement income protection, and risk management.

Tom has 30 years

Of advanced planning and fiduciary experience, earning the designations of CFP (Certified Financial Planner (1989), CTFA (Certified Trust & Financial Advisor (2004), and LUTCF (Life Underwriter Training Council Fellow (1994). Tom is a fee-based planner providing unbiased investment strategies and planning techniques, holding himself to the highest ethical standards in the industry without conflict of interest. His client’s interests always come first.

His office locations include Bedford, Gilford, and Portsmouth.

Tom Space CFP is a sought-after speaker on financial planning topics and has been quoted in numerous articles with The Fosters Daily Democrat, Bank Investment Magazine, and Financial Advisor Magazine.

More Background Information

  • Past President, Lakes Region Association of Life Underwriters.
  • Past Trustee, LRGHealthcare
  • Past Trustee, Southern New Hampshire University & Development Committee Chair
  • Past President, Lakes Region Rotary Club and a Paul Harris Fellow
  • Past Board Member for Community Health & Hospice & Investment Committee Chair
  • Past Chairman, Leadership Lakes Region 2000–2001
  • Past Chairman, Board of Directors for Cathedral Credit Union
  • Past President of Financial Planning Association NNE Chapter (VT, NH, ME)
  • Past Trustee for Rivier College
  • Past Trustee of Trust Funds for Gilford, NH
  • Member of Gilford Rotary Club.
  • Co-Author of Inc. Magazine Best-Selling Book “Safe Money Millionaire”

He and his family reside in Gilford, N.H. He is the founder of Advisors Financial Planning Group, LLC. He is currently  member of Redwood Private Wealth, LLC and Managing Director of Redwood Tax Specialists

“Safe Money Millionaire”

The Secret to Growing Wealthy Without Losing Your Money In the Wall Street Roller Coaster
Written By: Brett Kitchen, Ethan Kap & Tom Space

Call to get your FREE “Safe Money Millionaire” books TODAY!
(603) 455 0022

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Ready to Explore New Possibilities?

Please contact Tom at your convenience for a free initial consultation. He’ll work with you one on one to determine your roadmap to success.

Call Today: (603) 455 0022