Retirement Planning and Portfolio Management for Business Owners and Their Employees

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

Get a Free Business Valuation

CLICK HERE