Thomas Goodwin, CFP®, EA, GFP Fellow

F.L. Putnam Investment Management Company
Private Client Advisor
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PO Box 2250, 40 Mill St., Wolfeboro, NH 03894
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Professional Details

Countries of Focus

Canada, Australia, United Kingdom


Retirement Planning, Tax Planning, Estate Planning

Business Description

FL Putnam is a New England based investment management and financial planning firm which specializes in building portfolios which align with our clients values and goals.

Ideal Clients
Pre-retirees and retirees who are US citizens and permanent residents seeking to live abroad, and foreign nationals considering becoming US residents.
Ways Advisor Charges

AUM and Flat Fee Retainer


Tom works closely with FL Putnam's investment advisors to help his clients navigate their complex financial lives. Tom utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Goodwin has been CERTIFIED FINANCIAL PLANNER™ professional since 2005 and has more than 25 years of experience in the profession.

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