Huberty Case Study | Certified Financial Planner
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Our Work

Certified Financial Planner

In the Business of Helping Clients

Tom Turicik, a Certified Financial Planner, is focused on helping his clients. But, when it came to his own bookkeeping, he needed a solution that would help him visualize his efforts while allowing him more time to focus on his clients’ needs. With the help of Thrive by Huberty, Turicik was able to do just that.

Our Services

With the help of Thrive by Huberty, Turicik was able to not only spend more time working for his clients but also received valuable insight into his business.




Our Relationship Today

On top of taking the burden of bookkeeping off of Turicik’s shoulders, the consultation included in Thrive allows him to see his free cash flow for each period.

Today, Turicik and our Huberty advisors work together to provide valuable business insights. With the help of Huberty, Turicik has more time to improve and grow his business.

Certified Financial Planner Testimonial


"Using Thrive by Huberty is easy, efficient, and understandable. It helps me find misaligned expenses quicker, allowing me to make the necessary corrections that keep my business moving in the direction I want it to go. I would recommend Thrive to any small business owner who wants to focus on what they do best and wants to have more time to improve & grow their businesses."

- Tom Turicik, CFP, CLU, ChFC, CLTC, CASL

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