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
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
In this article, explore the benefits of the Federal Student Grant Program.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What if instead of buying that vacation home, you invested the money?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Do you know how to set up your financial goals for success? This knight does.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.