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.
CONTACT
Phone
304.472.8418
Fax
304.472.9072
bthomas@c1s.net
16 Hartman Plz, Buckhannon, WV 26201
QUICK LINKS
SERVICES
CONTACT
Phone
304.472.8418
Fax
304.472.9072
bthomas@c1s.net
16 Hartman Plz, Buckhannon, WV 26201
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Thomas Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20613 - 2020/12/4
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Thomas Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20613 - 2020/12/4