Helping you with your insurance planning.
Jerry C. Thomas, CFP® is a CERTIFIED FINANCIAL PLANNER™ specializing in insurance planning specifically, life insurance, disability insurance, long-term care insurance, and annuities.
He helps individuals and businesses with life insurance, estate planning, business planning, life insurance policy reviews, and advanced planning strategies. Furthermore, Jerry partners with over 20 different insurance companies to help you find the best solution.
Jerry follows the CFP® Board's Practice Standards. This means following a fiduciary planning process by putting your best interests first.
Quote & Compare Term Life Insurance
Run your own term life insurance quote comparison then apply with the best option.
How we work together.
Long-Term Care Planning
Policy Review Service
Many of our clients have existing policies that have not been reviewed in years. Policies should be reviewed at a minimum every 3-5 years to make sure their performance is keeping pace with your financial goals.
Our team of professionals can help you review an existing policy or strategy to determine if any changes need to be made.
What does it mean to be a
CERTIFIED FINANCIAL PLANNER™?
Below are our Primary Carrier Partners. We also have access to other carriers outside of this list. Our partnership allows us to find tailored solutions for your insurance needs.
Assure that the practice of financial planning by CERTIFIED FINANCIAL PLANNER™ professionals is based on established norms of practice, advance professionalism in financial planning, and enhance the value of the financial planning process.
"Financial Planning Practice Standards are developed and promulgated by Certified Financial Planner Board of Standards Inc. (CFP Board) for the ultimate benefit of consumers of financial planning services."
Our goal: Help you find the best plan
On behalf of our entire team, I'd like to say thank you for choosing us as your insurance planning team. We pride ourselves on doing whats best for our clients and hold ourselves to a fiduciary standard, doing whats in your best interest at all times.
Our team follows the CFP® Board's Financial Planning Practice Standards of Professional Conduct. This means putting your best interests first at all times.
Thank you for choosing us.
- Jerry C. Thomas, CFP®