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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Sustain financial well-being or create wealth through these actions.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here are 5 reason why you may consider working through retirement.
Knowing the rules may help you decide when to start benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Preparing for the unexpected can make all the difference if your family relies on your income.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn about the importance of having an estate strategy in this helpful and informative video.