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@example.com 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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Don’t overlook the need for renter’s insurance if you rent your home.
Bonds may outperform stocks one year only to have stocks rebound the next.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It’s never a bad time to speak with your financial professional about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”