Thalheimer Financial Planning, LLC is a financial planning and Registered Investment Advisory firm headquartered in Silver Spring, MD. We provide holistic, integrated financial planning and investment management to individuals and families in the DC area. As a FEE-ONLY financial planning firm, we are compensated directly and only by our clients.
We do not receive commissions from the sale of investments or insurance products, and so have no third-party influences. We can thus be completely objective in our recommendations. We put your interests first and work solely for you. Everyone can benefit from financial planning. We help you develop and prioritize goals and then outline the steps you need to take to achieve them.
We do not receive commissions from the sale of investments or insurance products, and so have no third-party influences. We can thus be completely objective in our recommendations. We put your interests first and work solely for you. Everyone can benefit from financial planning. We help you develop and prioritize goals and then outline the steps you need to take to achieve them.
Services
Steve is a Certified Financial Planner (CFP) licensee, and the owner and principal financial advisor with Thalheimer Financial Planning, LLC since 2000. He has worked in Fee-Only financial planning since 1996 when he joined the staff of an established financial planning and wealth management firm. He left in 2000 to pursue his own practice.
Our clients include young, mid and late career professionals, employees, executives, and small-business owners. Many work for the federal, state or local government and for cause or issue-oriented non-profits. Many of our clients are going through a life-changing event: They just got a big new job, received an inheritance, sold a business, are getting married (or divorced), or are having a child (or want to have another child).
TFP's integrated, holistic financial planning process begins with an initial financial planning engagement, usually conducted over the course of two to three months and four or five meetings. Typical fees for the initial financial planning engagement are generally between $5,000 and $7,000.
At the end of the initial financial planning engagement, TFP will help the client decide whether it is best to self-implement their plan or continue working with TFP on a long-term ongoing basis.If TFP feels self-implementation is best, six months of as-needed follow-up will be provided at the rate of $300 per hour.
At the end of the initial financial planning engagement, TFP will help the client decide whether it is best to self-implement their plan or continue working with TFP on a long-term ongoing basis.If TFP feels self-implementation is best, six months of as-needed follow-up will be provided at the rate of $300 per hour.
The purpose of a client's investment portfolio is to fund current and/or future financial objectives. The design of the portfolio must take into account the client's financial objectives, tolerance for risk, needs for current income or liquidity, and special considerations such as taxes. The appropriate allocation of investment assets for your goals and risk tolerance is the most important component in developing an investment portfolio.
Thalheimer Financial Planning, LLC ("TFP") is a state registered investment adviser located in Silver Spring, Maryland. TFP and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which TFP maintains clients. TFP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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