Wealth & Retirement Planning
Comprehensive Planning
Who?
Diligent savers over age 50 who have accumulated investments & retirement assets of $750,000 or more.
What?
Every financial decision and recommendation is tailor-made for your exact personal situation
Why?
To help you (and us) make an informed decision about working together.
The Retirement Planning Process
Meet With US
Begin with a 20-minute phone call to discuss our process.
Discovery Process
Determine if Thayer Financial is right for you.
One-Page Plan
Let us develop a free one-page plan for you that clearly identifies your way forward.
Onboard
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.
Our On-going Wealth Advisory Program Includes:
- Wealth management and planning strategy that is built around your specific values and goals to put you on the right path
- Assisting with business transition planning as an Exit Planning Advisor
- Tax preparation and filing of your annual tax returns
- Creation of your basic estate planning documents (wills and powers of attorney)
- Quarterly meetings (or as needed) to monitor, adjust and adapt your strategy as life evolves
- Unlimited access to your fiduciary financial advisor– via email, phone, in-person, or virtually
- Simple and secure online access to all your information
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.
