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.
Life Insurance Planning
Disability Insurance Planning
Long-Term Care Planning
Download our life insurance planning guide.Our life insurance planning guide will help you review all the fundamental areas of planning so you can make the best decsion for your life insurance planning.
Policy Review Service
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.
Download our disability insurance planning guide.Our disability insurance planning guide will help you review all the fundamental areas of planning so you can make the best decision to reach your financial planning goals.
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.
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 what's best for our clients and hold ourselves to a fiduciary standard, doing what's 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.
- Jerry C. Thomas, CFP®
Jerry graduated from Ohio University College of Business with a bachelor’s degree in marketing. Jerry is a CERTIFIED FINANCIAL PLANNER™. Jerry is licensed to sell Life & Health Insurance, Property & Casualty Insurance, and Variable Products.
Jerry started his career in the insurance business in 2004. Jerry's skills include risk management planning, business risk planning, long-term care planning, and underwriting. Jerry has presented to various industry professional groups on advanced planning and underwriting topics. Some of these groups include; NAIFA, FPA, SFSP, and IBNO.
Jerry loves playing and listening to music. His favorite artists include Bruce Springsteen, John Prine, New Orleans music, and various Honky Tonk style artists. When Jerry isn’t jamming you can find him playing Hockey (beginner) or out on the links playing golf.
Jerry grew up in Rocky River, Ohio, and recently moved back to Cleveland living in Gates Mills. Jerry is married and has a one-year-old daughter.