Thomas Financial Group

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Description

We will work closely with you and your professional advisors to identify areas of concern and opportunity and provide solutions that help to bring certainty to the future of your business. Naturally, the starting point for this contingency planning will be your own priorities which, we recognize, may include important philosophical and emotional considerations as well as purely financial factors. We design plans that work to ensure your reputation is protected – within your community, among your customers, and across your industry – in the event of any unforeseen significant change.

Since your business figures prominently in your net worth, we provide experienced navigation in the complexities of estate planning and the transfer of your business and personal wealth to successive generations. For your corporation, we establish management compensation plans to help ensure adequate security and funding to support corporate promises.

Thomas Financial delivers products designed to help meet the needs of the affluent and corporate markets. We specialize in sophisticated life insurance solutions for a variety of financial requirements.

Rick Thomas is Chief Executive Officer of Thomas Financial which he founded in 1975. His firm focuses on estate planning and wealth transfer for high-net-worth individuals and firms as well as business continuation and executive benefits for both the public and private sectors.

M Financial works closely with some of the country’s most prestigious insurance Carriers and investment firms to develop customized products—priced using their improved experience fundamentals—which aimed to exceed client expectations.

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