About Us

The Herlong Financial Group works with clients to establish very specific financial goals for the retention and transfer of wealth - as defined by the client.
Goals can be anything from a retirement with no compromise in lifestyle to the education of all your children and grandchildren...or transfering a business or portfolio to your children in a tax efficient manner.
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, The Herlong Financial Group has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition and a pathway to our future.
On a more personal note, Thomas works to build his business on the foundation of family values and principles that have roots from growing up on the family farm. He is fortunate to have a staff that has the same core values of earning the trust of his clients with good service and truly caring about their concerns and the needs of their families.

Jane, Thomas's wife, is a former Miss South Carolina and is known for her good humor and talent as a professional speaker and singer. Their son, Holmes, and daughter, Caroline, are a vital part of maintaining the family atmosphere that is so important.
As we all have busy lifestyles and numerous responsibilities, none are more important than the welfare of our families, now and in the future. Because planning can easily put off another day, it is so important to develop and coordinate a plan of implementation for proper efficiency and effectiveness. We help coordinate the process in working with your team to get the job done and put first things first - your family, your business (if applicable) and your future.

Credentials & Activities with Professional and Civic Organizations that might be of interest.

• Treasurer, Piedmont Technical College Foudation Board
• Eagle Strategies, Advisory Committee
• Greater Augusta Association of Insurance and Financial Advisors, Past President
• 2006 Agents Advisory Council for New York Life
• Member, National Association of Insurance and Financial Advisors
• Life & Qualifying Member, Million Dollar Round Table (MDRT)*
• Member Agent, The Nautilus Group
• Past Chairman, Fellowship of Christian Athletes, CSRA Board
• Piedmont Technical College Foundation Board Planned Giving Committee, Co-Chairman
• Johnston Lions Club, Past President
• Member, Fellowship of Christian Athletes S.C. State Advisory Board
• Member and Finance Chairman, Harmony United Methodist Church
• Past President, Clemson University College of Agriculture, Forestry & Life Sciences Alumni Board
• S.C. Jaycees Outstanding Young Man Award recipient
  *MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
  Please use the contact us button to e-mail us.