Welcome to Thomas Financial

Financial Planning for All Your Worth

Delivering world-class financial solutions, for this generation and the next.

Thomas Financial creates sophisticated financial solutions for high-net-worth individuals and growth companies designed to help protect, grow and preserve wealth through the delivery of high-quality products with legendary service.

A Wealth of Knowledge

Life Insurance

  • Estate Planning
  • Family Protection
  • Business Continuation
  • Generational Planning
  • Charitable Giving
  • Life Settlement

Wealth Management

  • Wealth Accumulation
  • Financial Planning
  • Fiduciary Oversight
  • Plan Design
  • Due Diligence
  • Managing Volatility

Corporate Retirement

  • Plan Design
  • Non-Qualified Plans
  • Fiduciary Oversight
  • Employee Education
  • Performance Monitoring
  • Cost Optimization

Group Benefits

  • Group Health
  • Group Disability
  • Group Life
  • Wellness Plans
  • Individual Disability
  • Uzio Technology

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    (813) 273-9416

    welcome@thomasfinancial.com

    “Thomas Financial is the first company that we’ll call for our insurance needs.”

    Tony Bruno SVP, New York Yankees Global Enterprises CFO, Steinbrenner family

    “They were very professional, very thorough, listened well and came up with good solutions. They really thought through what we were trying to achieve and brought us ideas that would work.”

    Chris Sullivan Co-Founder and Chairman, Outback Steakhouse Inc.

    “The difference with Thomas Financial is the service that comes with the product – and that’s an absolute fact.”

    Gene McNichols Chairman and 2nd generation owner, McNichols Company

    Disclaimer

    None of the content in this website, including the testimonials and video presentations, relate to the provision of investment advisory services.
    The testimonials used may not be representative of the experience of other clients, and they are not indicative of future performance or success. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
    Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial is a member of M Financial Group. Please go to http://mfin.com/DisclosureStatement.htm for further details regarding this relationship.
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
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