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. You’ll know that you are on track to achieve your retirement, tax reduction, and estate planning goals through our customized planning process.
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
Long-term Disability Insurance: What Is It and Should I Have It?
Posted September 29, 2021
During the open enrollment plan that runs from November 1, 2021, to January 15, 2022, many will consider whether enrolling in long-term disability is the right move. Nearly 110 million Americans did not have long-term disability insurance in 2021. At the same time, only 48% of Americans say they had enough savings to cover three […]
6 Things to Know About 2022 Open Enrollment
Posted September 29, 2021
The leaves are changing, temperatures are dropping, pumpkin-flavored everything is everywhere, and the candy is lining the shelves— this can only mean one thing- open enrollment is just around the corner. Okay, maybe that’s not what your primary focus has been on with this change of season, but it is something you should be aware […]
The 4 Cs of Business Valuation
Posted August 27, 2021
The 4 Cs of Business Valuation You’ve worked for years to build your business from the ground up. You’ve spent sleepless nights working to ensure that you can create a legacy for your family and also provide a stable job for the employees who have become like family. Now, you’re beginning to approach retirement and […]
