Founded in 1969, Thomas Financial Group is a leader in providing sophisticated life insurance solutions for complex financial needs. The firm focuses on serving high-net-worth individuals, families, and businesses by designing and implementing strategies for estate planning, wealth transfer, business succession, and executive benefits. They collaborate closely with clients' professional advisors, including attorneys, CPAs, and trust officers, to ensure insurance plans are seamlessly integrated into broader financial and estate plans.

Founded in

United States