Thayer Partners provides retirement planning strategies and portfolio management to business owners planning for retirement. We help clients reach and enjoy retirement in a safe and predictable manner by focusing on cash flow planning and risk management. Typically, our clients are business owners who have accumulated significant assets throughout their careers and who seek a lower risk strategy that will guide them through retirement in a safe and predictable manner.

Retirement Planning

  • A goals based, long term retirement strategy
  • Retirement income planning review and projections
  • Strategies to maximize pre-tax retirement savings
  • Estate planning and review
  • Risk management review (insurance, disability, long term care, etc.)
  • Wealth transfer strategies
  • Education planning
  • Debt management and planning
  • Net worth statement

Portfolio Management

  • A clearly articulated asset allocation strategy for 401Ks, IRAs, taxable accounts, deferred compensation, pension plans
  • Rigorous investment evaluation and selection
  • Quarterly investment reporting
  • Ongoing portfolio monitoring and rebalancing