We provide advanced and innovative wealth management strategies to help you reach your financial goals and better prepare for retirement. Pinpoint your acceptable level of risk and determine whether you're invested to meet that risk. As an independent investment management and benefits firm, we provide sound financial and health guidance that serves and benefits our clients-and only our clients-at a fair and transparent cost.
Whether you need assistance with a personal or corporate retirement plan, health insurance plan, long term care, or business valuation, Thayer Partners will help you achieve your financial goals. We provide retirement planning and portfolio management to help you reach your financial goals. We assist companies with health and benefits plan design so you can pay less and get better benefits.
Whether you need assistance with a personal or corporate retirement plan, health insurance plan, long term care, or business valuation, Thayer Partners will help you achieve your financial goals. We provide retirement planning and portfolio management to help you reach your financial goals. We assist companies with health and benefits plan design so you can pay less and get better benefits.
Services
Chris began his career at Lazard Freres & Co. in New York City as an investment banking analyst working on major, national and international mergers and acquisitions. After graduate school, he joined the turn-around team of a specialty packaging business, co-founded the Intuit Developer Network and was General Partner of a Boston private equity firm.
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.
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.
Did you know that if you have assets worth $500,000 or more at retirement, Social Security will make up half of your income during retirement? So, it's only natural to want to get the most out of Social Security. There's just one problem: the Social Security code is a massive maze of confusing, seemingly contradictory rules.
Managing your retirement income is a key part of avoiding running out of money in retirement so that you can live a comfortable lifestyle. Thayer Partners helps clients with their retirement income planning to account for all of their sources of income in retirement, not just their investment portfolio.
The cost of expert medical care in America continues to soar. According to the Genworth cost of care overview, the cost of a year of nursing home care in the U.S. averaged $80,300, with a projected 5-yr annual growth of 4%, which would be roughly $97,697 after the fifth year if growth remains consistent.
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