Thayer Partners provides financial planning and investment advice—with a focus on cash flow planning and risk management—to business owners and their employees throughout the United States. Typically, our clients are business owners who have built a successful business, inherited money or accumulated significant assets throughout their careers and who seek a low risk strategy that will guide them through retirement in a safe and predictable manner. We understand our clients require a sophisticated level of financial planning and wealth protection, and we dedicate ourselves to providing these critical services.
We devote a great deal of time to understand our clients' history, retirement goals, and appetite for risk. We then build a detailed plan that can help meet their individual cash flow requirements for retirement, as well as their wealth transfer and charitable goals. We review the plan frequently—especially in today’s dynamic market environment—and make adjustments based on changes in the global economy and the client’s situation.