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Retirement Planning

Comprehensive Retirement Planning

Who?

Diligent savers over age 50 who have accumulated investments & retirement assets of $500,000 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 Retirement Program Includes:


At Thayer Financial, we assist clients with financial planning nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.


Contact Us

828-569-2785

address:
Thayer Financial
439 4th Street SW
Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor