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Financial Planning

Continuous Financial 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?

Your life is not static, and your financial plan should not be either.


The Retirement Planning Process

Initial Phone Call
Begin with a 20-minute phone call to discuss our process.

Get To Know You
An in-depth conversion that allows us to understand what you’re looking to accomplish.

One-Page Plan
Let us develop a free one-page plan that clearly identifies your way forward before paying us a single dollar.

Onboard
Work together to help you get your financial life organized.

Create & Implement
Create and implement the changes necessary for your retirement plan.

Prosperity 360
Our dynamic and continuously evolving planning service ensures your plan stays on track.


Our Prosperity 360 Continous Financial Planning Process Includes:


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.


Contact Us

828-569-2785

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

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