Retirement Planning and Wealth Management For Individuals Over Age 50
You have spent your life building your hard-earned assets. Now, you want not just a financial advisor, but a CERTIFIED FINANCIAL PLANNER™, that will help give you the confidence to spend your retirement years pursuing the things most important to you. In fact, no matter what your dream is, Thayer Financial is here to help. By starting with customized planning, you’ll know that you are on track for achieving your retirement and estate planning goals.
To do this, Thayer Financial starts with on-going financial planning and in-depth tax planning strategies. Then we integrate investment management strategies using Nobel prize-winning economic theory to provide clients the best chance of success.
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What Makes Us Different
Not all financial advisors are created equal.
Thayer Financial is a fee-only Registered Investment Adviser (RIA), which means that we have no hidden fees. Firstly, We don’t sell high-commission investment or insurance products, and we never make a commission… ever. Secondly, the only way we are compensated is through either a flat planning fee or a transparent investment management fee based on your account’s size, which means we do better when you do better.
As a Fee-Only RIA, Thayer Financial is legally held to a FIDUCIARY standard 100% of the time.
No Pressure Educational Process
We understand that finding the right financial advisor can be an intimidating process. Because of this, we designed our process to provide you with all the critical information you need when making this decision. Since you know what is best for you and your family, our goal during this process is to give you a peek under the hood. In other words, there is no hard selling you to work with us.
Unlike many other firms, you are never locked into any long-term contracts or investments with Thayer Financial. So while you are free to stop working with us anytime, we believe that you will realize that you have found your lifelong partner in prosperity.
Benefits of Using Thayer Financial
Objective Advice:
Fee-only financial planning and investment management by a fiduciary financial advisor
Flexible Meetings:
Convenient consultation with your CERTIFIED FINANCIAL PLANNER™ – whether in-person, on the phone, or virtual
Tailored Plans:
Expert guidance from your financial advisor designed to help you achieve what’s important to you, your family, and your business
Transparent Strategies:
Straightforward understanding of where your money goes and the “why” behind every decision
Latest News
Caring For Aging Parents
Posted January 29, 2021
Have you become part of the “sandwich generation” taking care of multiple generations? Maybe you anticipate needing to take care of your parents soon. You probably know you’re not alone. According to Fidelity, 12% of parents who have a child at home also take care of an adult without financial compensation. As a result, these […]
The Retiree’s Guide to Refinancing Your Home
Posted December 12, 2020
How you choose to pay for one of your largest investments—your house—can affect your cash flow well into retirement. You may have refinanced your home in the past and know it is a solid strategy to reduce your monthly payment, but there are discrete strategies for retirees to handle the remaining balance on their home […]
Understanding Your Long-Term Care Options
Posted December 4, 2020
When we consider long-term care, we are talking about more than an insurance policy. From fulfilling basic personal care needs to completing everyday tasks, long-term care encompasses the services and supports that fill the gaps when individuals need help over an extended period of time due to injury, disability, or advanced age. Even if you […]
