What do your numbers tell you?
What do your numbers tell you?
Stay informed with these resources
At Thomas Financial Services, we plan by the numbers. The calculators below are a place to start, prior to your first appointment with us. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future with your finances.
Stay informed with these resources
At Thomas Financial Services, we plan by the numbers. The calculators below are a place to start, prior to your first appointment with us. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future with your finances.
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Get a complimentary “10 Steps to a Successful Retirement” guide from Thomas Financial Services!
Download your complimentary guide!
We will get back to you as soon as possible
Please try again later
Get a complimentary “10 Steps to a Successful Retirement” guide from Thomas Financial Services!
Download your complimentary guide!
We will get back to you as soon as possible
Please try again later
CONTACT
Phone
304.472.8418
Fax
304.472.9072
bthomas@c1s.net
16 Hartman Plz, Buckhannon, WV 26201
QUICK LINKS
SERVICES
CONTACT
Phone
304.472.8418
Fax
304.472.9072
bthomas@c1s.net
16 Hartman Plz, Buckhannon, WV 26201
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Thomas Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20613 - 2020/12/4
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Thomas Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20613 - 2020/12/4