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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 professionals develop thriving clienteles to building a team as diverse as the individuals, families, and small businesses we ultimately serve. Every professional 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

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Debt Stress

There’s a link between debt and stress.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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