Retirement Planning

Comprehensive Retirement Planning


Why: To help you (and us) make an informed decision about working together.

What: A free retirement assessment. We will show you step-by-step how you can improve your retirement success before paying us a single dollar.

Who: Diligent savers over age 50 who have accumulated investments & retirement assets of $500,000 or more.

Get Started


The Retirement Planning Process


1. MEET WITH US
Begin with a 20 minute phone call to discuss our process.

2. DISCOVERY PROCESS
Determine if Thayer Financial is right for you.

3. ONE-PAGE PLAN
Let us develop a free one-page plan for you that clearly identifies your way forward.

4. ONBOARD
Work together to help you get your financial life organized.

5. CREATE & IMPLEMENT PLAN
Create and implement the changes necessary for your retirement plan.

6. REVIEW THE PROGRESS
Meet regularly to adjust the plan as your life evolves.

Get Started


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.

CFP Professional XY Planning Network NAPFA Fee-Only Network

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Contact Us

phone:

828-569-2785

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

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