How We Help

Survey the services we offer to help you achieve your financial goals.

On-Target Financial Process

When it comes to your finances, precision matters. Our comprehensive On-Target Financial Process was designed to help keep the path you’re on true — so you can glide into your next chapter.

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When you work with Thomason Financial Services, you can always expect straight talk. Our first visit will be an honest conversation about where you're at, where you've been and where you'd like to be.

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Once we know who you are, we can zero in on what you really need. We'll stay focused on your goals and concerns as we craft a plan that's as unique as you.

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Here's where you'll receive your customized financial strategy. If you feel we've hit bullseye, we'll put it in motion, with ongoing maintenance helping ensure it stays on course through any winds of change.


Federal Benefits

We know the information that federal employees need to make thoughtful decisions about retirement. We can help with everything from FERS/CSRS pension maximization and TSP strategies to risk avoidance and tax planning. And we offer a FREE Federal Benefit Analysis!

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Retirement Income Strategies

IRA/401(k) Rollovers

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Asset Preservation Strategies

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

We can also refer you to professionals who provide the following services:

Trusts  Probate  Charitable Giving  Estate Planning

Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

Or Give Us a Call At

501.833.2500 or 501.944.6231