Real Wealth Management & Retirement Planning
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. Through customized planning, you’ll know that you are on track to achieve your retirement, tax reduction, and estate planning goals.
To do this, Thayer Financial starts with ongoing 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 a high-commission investment or insurance product, 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 only 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. Therefore, we designed our process to provide you with all the critical information you need when making this decision. Similarly, 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 so that you can understand what a working relationship will be like. And lastly, at no point will you experience any hard selling because that’s not who we are and what we believe in.
Unlike many other firms, you are never locked into any long-term contracts or investments with Thayer Financial. So while you will be 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
Should You Pay Off Your Home Before Retiring?
Posted July 9, 2021
Home-—it’s the place where your children have grown into adults, it’s where pictures hang on the walls reflecting your most cherished days, it’s where you’ve had hard conversations and watched life play out, it’s where you come to feel most yourself. To be embraced by the four walls that you find comfort in, to be […]
Health Savings Accounts Offer a Triple-Threat Tax Advantage
Posted July 9, 2021
As you begin to think about retirement and what the future holds, you’re likely considering all the ways that you can prepare, plan and save financially. Whether you’re thinking about your insurance plans, refinancing your home, or simply how to retire comfortably, a Health Savings Account (HSA) is one tool you can use on the […]
Understanding variable annuities and what all those riders mean
Posted June 20, 2021
Every annuity company has its marketing names not just for the variable annuity but for all the riders (extra’s) that you can tack onto them. At its basic level, a variable annuity can be easy to understand. These stripped-down VA’s are just essentially investment vehicles that allow the owner to invest in the stock market […]
