Meet president and CEO Bill Thomas
Meet president and CEO Bill Thomas
Meet president and CEO Bill Thomas
Meet president and CEO Bill Thomas
Meet president and CEO Bill Thomas
With 30-plus years of experience, I’m committed to your financial future.
Bill Thomas, CLU®, ChFC®, CASL®
Utilizing a holistic approach for his clients, Bill Thomas is committed to always putting his clients’ needs first. Bill is driven to help clients realize their financial potential. He prides himself on being available to them 24-hours a day, seven-days a week.
With his 30-plus years of experience in retirement planning, Bill is energetic, honest, and passionate about helping clients accomplish their goals. He never wants to deprive someone of hope, so with an outlined strategy and an optimistic attitude, Bill encourages clients to reset and just keep going if they find they’ve departed from their set plan.
Bill earned a bachelor’s degree from Wester Virginia Wesleyan College, is a registered representative and is a Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor for Senior Living®. He is licensed to offer property and casualty insurance, as well as life insurance and annuities in several states.
Outside the office, you can find Bill flying, playing guitar, fishing, golfing and staying active.
With 30-plus years of experience, I’m committed to your financial future.
With 30-plus years of experience, I’m committed to your financial future.
Bill Thomas, CLU®, ChFC®, CASL®
Bill Thomas, CLU®, ChFC®, CASL®
Utilizing a holistic approach for his clients, Bill Thomas is committed to always putting his clients’ needs first. Bill is driven to help clients realize their financial potential. He prides himself on being available to them 24-hours a day, seven-days a week.
With his 30-plus years of experience in retirement planning, Bill is energetic, honest, and passionate about helping clients accomplish their goals. He never wants to deprive someone of hope, so with an outlined strategy and an optimistic attitude, Bill encourages clients to reset and just keep going if they find they’ve departed from their set plan.
Bill earned a bachelor’s degree from Wester Virginia Wesleyan College, is a registered representative and is a Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor for Senior Living®. He is licensed to offer property and casualty insurance, as well as life insurance and annuities in several states.
Outside the office, you can find Bill flying, playing guitar, fishing, golfing and staying active.
Bill Thomas, CLU®, ChFC®, CASL®
Bill Thomas, CLU®, ChFC®, CASL®
Utilizing a holistic approach for his clients, Bill Thomas is committed to always putting his clients’ needs first. Bill is driven to help clients realize their financial potential. He prides himself on being available to them 24-hours a day, seven-days a week.
With his 30-plus years of experience in retirement planning, Bill is energetic, honest, and passionate about helping clients accomplish their goals. He never wants to deprive someone of hope, so with an outlined strategy and an optimistic attitude, Bill encourages clients to reset and just keep going if they find they’ve departed from their set plan.
Bill earned a bachelor’s degree from Wester Virginia Wesleyan College, is a registered representative and is a Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor for Senior Living®. He is licensed to offer property and casualty insurance, as well as life insurance and annuities in several states.
Outside the office, you can find Bill flying, playing guitar, fishing, golfing and staying active.
4 Strategies to Reduce Taxes in Retirement
by: Bill Thomas, CLU, ChFC, CASL
Don't let the possibility of higher taxes in the future sink your retirement income plan. Consider these four ways to help manage your taxes, keeping more of the money you've worked so hard to save so that you can use it when you need it the most.
Don't let the possibility of higher taxes in the future sink your retirement income plan. Consider these four ways to help manage your taxes, keeping more of the money you've worked so hard to save so that you can use it when you need it the most.
4 Strategies to Reduce Taxes in Retirement
by: Bill Thomas, CLU, ChFC, CASL
Don't let the possibility of higher taxes in the future sink your retirement income plan. Consider these four ways to help manage your taxes, keeping more of the money you've worked so hard to save so that you can use it when you need it the most.
Don't let the possibility of higher taxes in the future sink your retirement income plan. Consider these four ways to help manage your taxes, keeping more of the money you've worked so hard to save so that you can use it when you need it the most.
