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.


Schedule a Meeting


The Process


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

2. GET TO KNOW YOU
Meeting to discuss your personal, professional, and retirement goals.

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

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

5. IMPLEMENT PLAN
Implement the changes necessary for your retirement plan.

6. 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.

CFP Professional XY Planning Network NAPFA Fee-Only Network Financial Planning Association

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Contact Us

phone:

828-569-2785

address:
439 4th Street SW
Hickory, NC 28602

Schedule a meeting

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