THOMAS FINANCIAL PLANNING, LLC
THOMAS FINANCIAL PLANNING, LLC is a professional financial planning firm that provides comprehensive financial services to its clients. With a team of experienced and knowledgeable advisors, THOMAS FINANCIAL PLANNING, LLC has established a reputation as a trusted and reliable financial expert in the industry.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating personalized financial plans
- Offers a wide range of financial services
- Provides expert advice and guidance on wealth management
- Prioritizes the financial goals and needs of clients
- Monitors and adjusts the financial plan as needed
Facts and Insights
THOMAS FINANCIAL PLANNING, LLC has a strong track record of success in guiding clients towards financial security and stability. Here are some key facts and insights about the firm:
- Over $500 million in assets under management
- 14 advisors on the team
- In business for over 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 14 | 20+ years |
Financial Services Offered
THOMAS FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients achieve their financial goals and plan for a secure future. Some of the services provided include:
- Retirement planning
- Investment advice and management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Debt management
- Education planning
Client Types
THOMAS FINANCIAL PLANNING, LLC serves a diverse range of clients, including:
- Individuals
- Business owners
- High net worth individuals
- Retirees
- Families
- Non-profit organizations
- Trusts
Fees & Compensation
THOMAS FINANCIAL PLANNING, LLC operates on a fee-only compensation structure, which means that the firm is not paid commissions for recommending certain products or services. This ensures that their advice is unbiased and in the best interest of their clients.
Background
THOMAS FINANCIAL PLANNING, LLC was founded by John Thomas, a certified financial planner with over 30 years of experience in the industry. He leads a team of dedicated and highly qualified advisors who are committed to helping clients achieve financial success and security.
Financial Advisor Disclosures to Know
THOMAS FINANCIAL PLANNING, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest and any relevant disciplinary history. Clients can access this information through their publicly available Form ADV, which can be found on the SEC’s website.