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Retirement Planning

Comprehensive Retirement Planning

Why?

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

Why?

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

Who?

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


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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