Dedicated To Serving My Clients
The Knowledge And Experience You Need
I see big potential in every moment and care deeply about working with my clients. My firm focuses on retirement income planning to help ensure our clients are receiving best-in-class service and unbiased recommendations so they achieve their retirement income goals.
Christopher Thomas, CLU, ChFC, CASL
For more than 22 years, Christopher Thomas has specialized in retirement income planning strategies and asset preservation for pre- and post-retirees. He believes proper allocation of retirement assets is important for providing a reliable retirement income stream.
Christopher is driven to help clients reach their retirement income goals. It is his belief that excellence in service is achieved by concentrating on this important goal. Every client of Thomas Financial Corp is treated like family. I strive to listen to your needs, respect your wishes and propose strategies in your best interests.
Thomas Financial Corp is a Georgia Registered Insurance Agency. Christopher holds non-resident licenses in Florida, Tennessee, Alabama, North Carolina, South Carolina, Colorado and Ohio and works with more than 30 insurance carriers.
The office is located in Flowery Branch, GA. Feel free to visit, or if you prefer, I would be happy to visit you at your home for a free, no obligation, consultation and analysis.
Clients Are Typically:
Age 50-plus
Clients age 50+ who are already retired or want to make “work optional” in the next 5-10 years.
Have $250k-plus in assets
Diligent savers who have accumulated investments of $250,000 or more and want to potentially reduce their tax burden (excluding real estate).
Experienced
People who value working with experienced professionals because they know their retirement is too important to go it alone.
My Simple, 5-step Process Will Help You Improve Your Retirement Success:
IDENTIFY
your goals and vision.
ANALYZE
possible options to get there.
SELECT
the best strategy to reach your goals.
IMPLEMENT
your strategy.
MONITOR
and adjust as needed.
