Welcome to Thomas Financial Associates
Our office is a locally based firm dedicated to serving families, individuals, and businesses seeking independent, objective financial advice. We take pride in helping our clients plan for their financial independence and believe in creating lifelong relationships built on a solid foundation of trust and integrity.
The cornerstone of our work is a personalized attentive approach to planning and wealth management. Many firms provide investment management services, yet few successfully integrate them into a comprehensive wealth management offering. At Thomas Financial Associates we provide creative financial strategies that work together to support your individual needs and objectives.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at [email protected] or call us at (508) 366-0181. We look forward to hearing from you.Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
For many, retirement includes contributing their time and talents to an organization in need.
Lifestyle considerations in creating your retirement portfolio.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Try these activities to keep your brain sharp.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?