DIVERSE, COLLABORATIVE, & PEOPLE-FOCUSED
At THG Financial Strategies, we imagine a bright future for the financial services industry: one that's diverse, collaborative, and people-focused. That's why everything we do advances that future, from helping our advisors develop thriving clienteles to building a team as diverse as the individuals, families, and small businesses we ultimately serve. Every advisor in the THG family carries out our mission to match clients with solutions for financial security and investment to help them prosper and attain life goals.
Our vision and values urge us to be the best we can be in every aspect of our work.
Contact us to take the first step.
Helpful Content
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Debt Stress
There’s a link between debt and stress.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Saving for College 101
Here’s a crash course on saving for college.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.