Thomas G Pate, CLU®, ChFC®, CASL®

Financial Advisor

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Thomas Pate comes in. Thomas will take the time to get to know you and your preferences. He can help you anticipate and prepare for the bestand worst scenarios. The relationship Thomas establishes with you enables him to focus on your needswhat you want for your family and what you are currently doing.

Thomas Pate can provide the guidance you can rely on when making the most important decisions of your life.

Areas of Interest
Visit these areas of Thomas Pate's site:

  • Article Library - Articles on business and money practices, insurance, financial, investment, estate planning and general interest articles.
  • Calculators - Calculators to estimate or compare many aspects of your financial wellness.
  • Life Events - Learn about the challenges associated with each life stage you may encounter.
  • Advanced Planning Library - Gain complimentary access to a powerful legal research tool.

My Mission

Thomas Pate's mission to provide peace of mind for the foreseen and unforeseen by inspiring people to make financially secure decions today.

Because you cannot predict the future, Thomas will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
Download FREE guide

When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.

Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes