Tommy Bilbo, Certified Social Security Advisor
Tommy Bilbo
New Business Development & Strategic Advisor, Stine Tax & Wealth Management
Professional Profile
Meet Tommy Bilbo, a highly respected New Business Development & Strategic Advisor at Stine Tax & Wealth Management in Lake Charles, Louisiana. With over 30 years of experience in industry, leadership, and entrepreneurship, Tommy is committed to helping clients navigate the complexities of financial planning. A proud Desert Storm veteran and Lake Charles native, he understands the unique challenges faced by working families and business owners in our community.
Tommy’s journey has been shaped by his diverse experiences, from earning a degree at McNeese State University to successfully launching and managing multiple small businesses, including a transportation company, restaurant, and daycare. This practical insight enables him to provide tailored retirement income strategies, tax-efficient investment planning, and expert tax and estate planning specifically designed for retirees in Louisiana. He is also well-versed in IRA and 401(k) rollover assistance.
Inspired by the financial independence he achieved through the guidance of Stine Tax and Wealth Management, Tommy is passionate about empowering others to achieve their own financial goals. He holds licenses in Life, Accident, and Health Insurance in Louisiana and Texas, offering clients comprehensive guidance on life insurance, annuity solutions, and long-term care planning.
As a holder of the NSSA® designation in Social Security planning, Tommy Bilbo brings specialized knowledge of Social Security planning to every client relationship.
Not only is Tommy dedicated to his professional growth, currently preparing for his Series 65 exam to become a fiduciary financial advisor, but he is also deeply committed to his community. He volunteers locally, supports leadership initiatives, and coaches youth sports, embodying the values of faith, family, and continuous education. As a trusted independent wealth advisor, Tommy Bilbo is the go-to expert for families and individuals in Lake Charles seeking knowledgeable, reliable, and personalized financial advice. He is also set to take office as an elected city council District C member starting July 1, 2025, further solidifying his commitment to serving the community.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.