You have spent your life building your hard-earned assets. Now, you want not just a financial advisor, but a CERTIFIED FINANCIAL PLANNER that will help give you the confidence to spend your retirement years pursuing the things most important to you. In fact, no matter what your dream is, Thayer Financial is here to help.
You'll know that you are on track to achieve your retirement, tax reduction, and estate planning goals through our customized planning process. To do this, Thayer Financial starts with ongoing financial planning and in-depth tax planning strategies. Then we integrate investment management strategies using Nobel prize-winning economic theory to provide clients the best chance of success.
You'll know that you are on track to achieve your retirement, tax reduction, and estate planning goals through our customized planning process. To do this, Thayer Financial starts with ongoing financial planning and in-depth tax planning strategies. Then we integrate investment management strategies using Nobel prize-winning economic theory to provide clients the best chance of success.
Services
I'm Deaton Smith, CFP(R), ChFC(R), WMCP(R), CEPA(R) and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER professional, a West Point graduate, and an OEF Veteran. I named Thayer Financial after the founding father of West Point (he's a big deal there, and his legacy has had a lasting impact on my life) because I envision my company as something bigger than me.
My financial services are based on the idea of providing a personal service with objective and transparent advice. They are what you get when I live up to my core values of Duty, Honor, Integrity, and Loyalty. You can learn more, in particular, about why these things matter to me here. I know you could go anywhere for financial advice and that you are placing a lot of trust in us when you choose Thayer Financial.
We help clients with retirement planning, investment management, and qualified retirement plans (including 401k's and profit-sharing plans). Our philosophy is that a comprehensive financial plan coupled with our investment management services result in the best value to our clients; however, clients are not required to use both services.
Diligent savers over age 50 who have accumulated investments & retirement assets of $500,000 or more. Wealth management and planning strategy that is built around your specific values and goals to put you on the right path. Quarterly meetings (or as needed) to monitor, adjust and adapt your strategy as life evolves.
When it comes to investing, there are so many options; it can be an overwhelming experience. Whether it's an online discount brokerage, a major nationwide firm, or an insurance agent down the street, there seem to be more "advisors" than you can shake a stick at. However, not all advisors are created equal, and unfortunately, not all advisors work as fiduciaries.
