Humphrey G. Thomas
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About HG Thomas Wealth Management
Not Your Typical Financial Firm
Wide Range of Services
We offer comprehensive solutions on a variety of financial needs. Plan for all life stages.
Retirement Planning • Investment Planning • Tax Planning • Life Insurance Planning • Divorce Planning • Education Planning
* The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Client Relationships
We build close relationships with our clients, providing financial options that address your unique circumstances and goals.
We understand the uncertainty of planning for the future and remain available into that future.
State-of-the-art Tools
We utilize a variety of sophisticated financial planning tools to help address clients’ needs. We also provide video account reviews to update you on your portfolio’s performance.
Independent Firm
We're independent, which means we have the flexibility to offer products from any financial firm, making available solutions that are right for you, rather than for corporate back offices.
Retirement Planning
We've developed a cutting-edge, retirement planning process, a system that examines a variety of factors to create a comprehensive plan for your retirement savings.