Bill Thomas, CLU, ChFC, CASL

Bill Thomas, CLU, ChFC, CASL

Financial Adviser, Thomas Financial Services

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. 

Phone: 304.472.8418 | Email: bthomas@c1s.net | Website: www.thomasfinancialwv.com | Facebook: www.facebook.com/Thomas-Financial-Services

4 Strategies to Reduce Taxes in Retirement
Dollar bills on clothes line
retirement planning

4 Strategies to Reduce Taxes in Retirement

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 …
May 31, 2021