Thomason Financial Services

About Thomason Financial Services, LLC

Thomason Financial Services, LLC is a unique, one stop financial service provider to a limited number of small businesses and their owners. Professional, personal service and timely attention to you is the mission of my firm.

I am the Manager and Sole Member/Owner of the LLC. I will deal with you personally to handle your financial needs, such as:

By consolidating these advisory services - from accounting and tax planning to selection and management of securities investments - I can streamline your efforts to manage your financial responsibilities today and to take responsibility for your financial future.

My firm provides objective, fee-based-only services, which means that my compensation is based on one of three options:

an hourly rate for services performed
a flat fee for services performed, or
for full service clients choosing my Total Asset Management (TAM) program, a percentage of your assets under my management.

Thomason Financial Services, LLC and W. George Thomason are not affiliated with any securities broker/dealer or insurance agency and receive no commissions from the sale of any product.

What does this mean to you?

I do not recommend any securities or insurance products to you based on someone else compensating me for the recommendation. I will strive to create and implement a financial plan that fits your needs and goals from all the investment options available to you. And if you are a TAM client, both you and I are on the same page - my fees increase only as your assets grow!

I am a CPA licensed in North Carolina (certificate number 32922) and, through Thomason Financial Services, LLC, I am a licensed Investment Advisor (CRD number 144841). Please see my biographical information.

I invite you to review the other sections of the website and explore what value I can offer you. Please contact me if I can assist you in any way.

W. George Thomason, CPA
Manager
Thomason Financial Services, LLC