Meet the Team
Thomas Financial is part of a bigger organization called the Secure Financial Group (SFG). The SFG is made up of several diverse financial groups, one of which is Secure Asset Management, LLC (SAM), a Registered Investment Advisor. William Thomas is an Investment Advisor Representative of Secure Asset Management LLC and offers advisory and invesmtent management services through that entity. Tax and consulting services are through Thomas Financial, LLC owned by William Thomas. And Insurance services are offered through Secure Investors Group, Inc. Mr. Thomas is aslo a registered representative offering securities through Aurora Securities, Inc. a member of FINRA and SIPC.
Secure Asset Management, Aurora Securities adn Secure Investors Group are affiliated companies, under common control and ownership. Thomas Financial is not an affiliate of these entities.
Bill Thomas
Bill has been in the financial industry for over 20 years. He received a Bachelor degree, from Central Michigan University in Accounting and a Master degree, from Walsh College in Financial Planning. He maintains the designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP(R)). Spending the first 10 years of his career training new advisors coming into the industry, he has turned his focus the past 12 years on building his own practice. As a former staff trainer and compliance officer he understands the ethical side of the business and its critical role in being a fiduciary advisor.
As a member of the Secure Financial Group, he maintains and runs his own practice out of Utica, Michigan. Bill offers a range of services with a focus on Financial Planning, Investment Management, Tax Planning and Preparation along with risk management services for Life, Disability and Long-Term Care Insurance. His practice ranges from new young savers to business owners requiring higher levels of consulting and advice.
When Bill’s not crunching numbers, his wife Maria and two daughters keep him busy, along with his dog Bailey. He enjoys working outdoors, riding his Harley, and reading. He is also an active driver for Meals on Wheels, a supporter of the Crossroads, a pregnancy support group, and his local church St. John Vianney.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.