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Tom Maguire, CPA, ChCF, PFS

Tom Maguire, CPA, ChCF, PFS Tom Maguire, CPA, ChCF, PFS

Tom Maguire is Executive Vice President of Hebets & Maguire, LLC and an Investment Advisor Representative with NFP Securities, Inc., serving ultra high net wealth individuals as well as both public and private companies throughout the United States. Tom attended the University of Notre Dame, graduating in 1974. Tom spent most of the first twenty six years of his career in public accounting. Including twenty years as a tax partner in the Phoenix office of big four accounting firm KPMG. Tom’s role at KPMG involved running the Personal Financial Planning practices for the firm in Arizona. He worked with ultra high net worth individuals including several members of the Forbes 400. Tom provided sophisticated income tax and estate planning services in conjunction with the client’s team of advisors. He also worked extensively advising clients in the areas of business succession planning and tax planning for the entities that these clients controlled. Tom joined forces with Jim Hebets in March 2003 and continued to provide similar services to clients in addition to integrating life insurance into the clients overall financial planning.

In addition to being a CPA, Tom is a Chartered Financial Consultant (ChCF) and holds a PFS (Personal Financial Specialist) designation of the American Institute of CPA’s. KPMG capitalized on his experience by making him the Professional Practice Partner-tax for Phoenix, San Diego and Orange County. He was also a member, along with approximately eight other partners, in the Personal Financial Planning Partners. These members formed a “think tank” group that met regularly in Washington DC. The purpose of the group was to identify tax planning opportunities for the core tax practice. Tom is also a member of the Board of Directors and Vice President of the Central Arizona Estate Planning Council; a member of the Arizona Board of Directors for Childhelp USA, a member of the Advisory Board for the Arizona Community Foundation and the Advisory Board of Phoenix Children’s Hospital.

Hebets & Maguire, LLC
2575 East Camelback Road, Suite 700
Phoenix, AZ 85016
Phone: 602-840-7505
Toll-Free: 800-367-0155
Fax: 602-840-7082

Hebets and Maguire, LLC. and NFP Securities do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

Securities offered through Registered Representatives* of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisor Representatives** of NFP Securities, Inc., A Federally Registered Investment Advisor. Hebets & Maguire, LLC is associated with NFP Securities, Inc. Not all employees of Hebets & Maguire, LLC offer Securities and Investment Advisory Services.

For additional information, please contact the NFP Securities, Inc. Compliance Department at 512.697.6000