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
