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 firstname.lastname@example.org 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
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Gaining a better understanding of municipal bonds makes more sense than ever.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The true cost of raising a child may be far more than you expect.
This worksheet can help you estimate the costs of a four-year college program.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Making the most of surprises is a great reason to work with us.