5550 W. Executive Dr., Suite 500
Tampa, Florida 33609
phone: (813) 273-9416
fax: (813) 229-8874
(Map)
Advantages
As a client of Thomas Financial, you will benefit from our in-house staff of professionals who are dedicated to high quality work, continuing education, and an esprit-de-corps attitude. Because of the Thomas Financial commitment to our clients, we house an extensive administration department whose sole concern is to care for your service needs.
Leading Member of M Financial Network
As a client, you will benefit from the leverage M Financial Group provides us. This pooled buying power gives M Financial Group the ability to work in concert with select life insurance companies to actually create specially designed products and services for the affluent and corporate markets. The clout afforded by M Financial Group, combined with the strength of our continuing analysis, affords you a higher level of confidence in your decisions.
Institutionally Priced Products
In late 1995, M Financial Group and the M carriers began a collaborative effort to build a unique series of insurance and investment products for the upscale markets. M Financial Group developed customized institutionally priced products for our elite clients in the areas of life insurance and disability income insurance.
Customized Approach to Providing Solutions
Because your objectives are personal and complex, Thomas Financial Group provides access to an array of legal, actuarial, and tax expertise to identify specific needs and to develop an integrated plan just for you. As our client, you will benefit from a number of important relationships. After years of sophisticated insurance planning, we have developed associations with nationally respected tax attorneys-experts in their field-who are now part of our personal network of advisors. Access to these experts gives us a critical edge in the ever-changing world of tax law.
Since your business figures prominently in your net worth, we provide expert navigation in the complexities of estate planning and the successful 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 Group and their agents are presently licensed to sell traditional life insurance in
AL, AZ, CA, FL, IL, IN, MI, MD, PA, DC, DE, MA, MD, MN, MS, NC, NJ, NY, OR, OH, SC, TN, TX, VT, VA and WA.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.