Transform Your Wealth Into Freedom
At Thomas Financial Associates, our mission is more than just managing assets; it's guiding you toward genuine financial independence. We empower high-achieving families, particularly those within 10 years of retiring or 10 years into retirement, to shed uncertainty and embrace the future with confidence. Many of our clients saved diligently but still worried: 'Will it last?' 'Are we paying too much tax?' 'Can we afford the life we dream of?' We provide the answers and the personalized 'permission slip' to make your ideal future a reality, often sooner than you imagined.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@jktfinancial.com or call us at (508) 366-0181. We look forward to hearing from you.
Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn More
Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreHelpful Content
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
View all articles 
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.