about De Thomas Financial Corp
principles
At De Thomas Financial we believe in five principles which we deliver to each client.
Independence
We are fiercely independent. We have no in house products nor are we beholding to any investment company, bank or mutual fund company. We only offer the best investments available from all investment companies to be sure we remain totally independent.
Options
Since we are independent, we only offer our clients the best methods of investing through diligent research and selective assessment. Providing top performance for our clients is our primary motivation.
Experience and Education
Most of our financial advisors have at least 10 year of investing and advising experience along with years of training and education. Many have achieved the CFP designation and others have either the RFP or CIM designations.
Investors
In many cases, investors will act irrationally and without proper thought. Our goal and role as advisors is to keep you thinking clearly and help guide you on the proper path to financial wealth. This does not mean staying put, but rather understanding how markets and investors act and react, and to keep you, the client on track to your goals.
Investor Education
We will not only advise, but also provide you with the research and data which prove our investing guidelines and strategies, the more you know and understand what we do, the more you'll want to work with us.
our services
De Thomas Financial is a full service mutual fund dealer. We encourage all of our representative to follow a "full service" planning perspective for all client needs which includes, but is not limited to:
- Income needs
- Investments
- Taxation*
- Retirement planning
- Employee and personal benefits*
- Estate planning
- Insurance needs*
- Special needs*
*The services indicated may be conducted by your representative and are not in his/her capacity as an employee or agent of De Thomas Financial Corp.