Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to serving high net worth individuals and growth companies. Thomas Financial’s resources and knowledge allows them to create advantages unique in the financial world, while providing personal attention.
“In our own business, trust is really important and to have an organization like FrankCrum work with you, we have a lot of trust in them. We have a lot of belief in them, we know that they are going to get it done for us. When you’re dealing with FrankCrum, you have a relationship, you’re not just a number, you’re part of the family.”
Rick Thomas, Founder of Thomas Financial.
Company Size
10+
Industry
Professional
Location
Florida
Challenge
Thomas Financial, a life insurance company operating in a complex industry, sought to streamline its operations by outsourcing payroll and workers' compensation coverage. With a commitment to enhancing client care, Thomas Financial aimed to find a partner that could offer these services under one umbrella, thereby enabling their team to redirect their time and attention back to serving their clients.
Solution
FrankCrum, being both family-owned and conveniently located near Thomas Financial's main offices, presented an ideal partnership opportunity. With the close proximity and shared family values, initiating a working relationship with FrankCrum was a natural choice. By collaborating closely with their designated contact at FrankCrum, Thomas Financial successfully relieved the administrative pressures of payroll and workers' compensation, enabling their team to prioritize clients.
