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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“Thomas Financial is the first company that we’ll call for our insurance needs.”
“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.”
“The difference with Thomas Financial is the service that comes with the product – and that’s an absolute fact.”
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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