Diligent savers over age 50 who have accumulated investments & retirement assets of $750,000 or more.
Every financial decision and recommendation is tailor-made for your exact personal situation
To help you (and us) make an informed decision about working together.
Meet With US
Begin with a 20-minute phone call to discuss our process.
Determine if Thayer Financial is right for you.
Let us develop a free one-page plan for you that clearly identifies your way forward.
Work together to help you get your financial life organized.
Create & Implement
Create and implement the changes necessary for your retirement plan.
Review the Progress
Meet regularly to adjust the plan as your life evolves.
At Thayer Financial, we assist clients with wealth management and financial planning nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.