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Our Services. About Us. Our Team.

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 info@jktfinancial.com or call us at (508) 366-0181. We look forward to hearing from you.

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How We Do Business

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator can help you estimate how much you may need to save for retirement.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate how much of your Social Security benefit may be considered taxable.

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Do you know how to set up your financial goals for success? This knight does.

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