About Us
In the complex world of finance, whether you’re doing it yourself or working with an advisor, it’s easy to become overwhelmed with tactics, strategies and options. It shouldn’t be!
Our Philosophy
Thoughtful Advisors “does things differently than the crowd” and we show thoughtful savers solutions they didn’t know existed so they “know what they can have” enabling them to make better decisions in their best interest.
Our Process
We provide fiduciary based tax smart advice helping individuals and businesses get the highest quality, lowest cost and hassle-free strategies for financial success..
Meet The Founder
Gary LoDuca CFP®, ChFC, AIF®
Founder, Owner & Chief Executive Thinker
We manage investment assets and design qualified and non-qualified savings plans for individuals and businesses.
One Economy, Two Realities: Understanding Today’s Economic Divide
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we...
How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital...
What Recent Inflation Signals Mean for Financial Planning
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel...
FAQ
Is Thoughtful Advisors an Independent Firm?
Is Thoughtful Advisors a Fiduciary Firm?
What is a Fiduciary?
A fiduciary is a professional who is legally obligated to put the interests of their clients ahead of their own. A fiduciary is held to the highest legal standard to “do the right thing” for their clients. A fiduciary must disclose any potential conflicts of interest as soon as practical to their clients.