We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there.
At Thomas Financial Group, LLC, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.
Clarify your concerns and objectives.
Provide a clear analysis and projection of your personal and business financial information.
Explore possible strategies to achieve your goals.
Collaborate with your circle of advisors.
Implement and follow up with your plan
Create a summary of your plan.
Thomas Financial Group provides estate, business planning, tax minimization, and investment strategies for our clients. We help our clients crystalize their goals and objectives in business, philanthropy, and financial planning needs, and work with their advisors in the planning process to achieve the desired results. With the highest levels of integrity, we are committed to developing strong, long-term relationships with our clients, their families, their businesses and their advisors.
3333 West Napoleon Avenue, Suite 200 - Metairie LA, 70001
Phone: 504-831-7747 | Fax: 504-837-6743
Tim@ThomasFinGrp.com | Wayne@ThomasFinGrp.com
Claire@ThomasFinGrp.com | Melanie@ThomasFinGrp.com