As an independent investment management and benefits firm, we provide sound financial and health guidance that serves and benefits our clients—and only our clients—at a fair and transparent cost. Whether you need assistance with a personal or corporate retirement plan, health insurance plan, long term care, or business valuation, Thayer Partners will help you achieve your financial goals.LET’S TALK
Thayer Partners helped a widowed client collect an extra $163,000 in retirement with an optimized survivor benefit collection plan. By collecting survivor benefits now and delaying collection of her personal Social Security income until age 70, she was able to increase her Social Security income to $2,764 a month!
Took a client with expensive, underperforming managed mutual funds and reduced direct costs $50K/year by moving them to low-cost index funds with reliable performance. Thayer Partners also helped prepare employees for retirement using 1-on-1 annual retirement planning meetings.
Thayer Partners has helped other clients save up to $1,000 per employee/year on their health insurance costs without reducing their benefits using partially self-funded health plans. The math behind partially self-funded health plans makes sense for about 70% of Thayer’s clients.