Comprehensive services customized for your needs
Comprehensive services customized for your needs
Options to meet your current and future plans
I can mix and match products and services to create a customized financial plan based specifically on your unique needs and goals. My services are purposely well-rounded so that you have a one-stop resource with Thomas Financial Services.
Financial and Wealth Planning
Financial and Wealth Planning
Once we discuss your goals and the current state of your finances, I can make recommendations and create a plan for you. There are usually many paths to reaching your goal. Discovering the pros and cons of each is an important step in developing a comprehensive wealth management plan.
Once we discuss your goals and the current state of your finances, I can make recommendations and create a plan for you. There are usually many paths to reaching your goal. Discovering the pros and cons of each is an important step in developing a comprehensive wealth management plan.
Once we discuss your goals and the current state of your finances, I can make recommendations and create a plan for you. There are usually many paths to reaching your goal. Discovering the pros and cons of each is an important step in developing a comprehensive wealth management plan.
Investment Management
Investment Management
Nothing can protect you completely from market volatility but aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
Nothing can protect you completely from market volatility but aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
Portfolio Management
Portfolio Management
Financial and retirement assets may be held in a variety of accounts, each with its own level of complexity and maintenance. I will help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.
Financial and retirement assets may be held in a variety of accounts, each with its own level of complexity and maintenance. I will help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.
Retirement Income Planning
Retirement Income Planning
An enjoyable and lasting retirement is dependent on having stable retirement income. After looking at your unique financial situation, we will design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.
An enjoyable and lasting retirement is dependent on having stable retirement income. After looking at your unique financial situation, we will design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.
Insurance
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It helps to ensure that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life insurance, long-term care insurance, an annuity, or property and casualty coverage --- insurance can provide resources when most needed.
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It helps to ensure that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life insurance, long-term care insurance, an annuity, or property and casualty coverage --- insurance can provide resources when most needed.
Estate and Legacy Planning
Estate and Legacy Planning
Estate and legacy planning can be an emotional and complex series of decisions. Whether you want to leave assets to heirs, a charity, or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others.
Estate and legacy planning can be an emotional and complex series of decisions. Whether you want to leave assets to heirs, a charity, or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others.
Tax Planning and Strategies
Tax Planning and Strategies
Most of us dread paying taxes, but it’s a necessary part of managing your financial life. We can’t make your tax bill go away, but we can take a look and see if strategies to reduce taxes might apply to your financial and retirement situation. Every dollar saved today can work for you in retirement.
Most of us dread paying taxes, but it’s a necessary part of managing your financial life. We can’t make your tax bill go away, but we can take a look and see if strategies to reduce taxes might apply to your financial and retirement situation. Every dollar saved today can work for you in retirement.
Social Security Maximization
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Contact Us
Contact Us
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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