Broker Check

Ilona Brandt-Tom, LUTCF


Financial Advisor

P: (610) 213-5201

E: ilona.brandt-tom@yourfgp.com

Contact Ilona


Ilona Brandt-Tom provides personal insurance and investment services. She specializes in disability insurance for physicians with expertise in reviewing disability insurance contracts and structuring supplemental disability insurance for W-2 physicians in medical groups and hospitals.

Ilona also offers her clients life insurance for family protection, business continuity and estate planning. She structures investments using mutual funds and managed money or advisory to build a diverse range of portfolios. Overall risk management and asset protection can help to minimize unwanted consequences.

While physicians generally are concerned about accumulating wealth, most do not have the background in either insurance or mutual fund investments because the financial details of being a doctor is not taught in medical school. This makes it difficult for physicians to select a disability or life insurance policy, or understand risks associated with investments.

Ilona's work with physicians spans 25 years, blending her previous experience in science and biochemistry to attune herself to a physician's professional and personal demands. Her goal is to enhance the financial health and security of physicians throughout the United States.

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian®. CA Insurance License Number - 0F43884.

Is it time to schedule your annual review or spend some time examining your finances? Fill out this form to get in touch with Ilona.

Thank you!
Oops!
Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More
What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More
Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
Learn More
Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More

Retirement Video Library

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
Learn More

Download our Complementary Social Security eBook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help.  This Ebook has the tools you need to get started developing your Social Security strategy.