Broker Check
 

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 Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Year-End Charitable Gifting and You

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

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

View all presentations arrow

Don't Buy The Hype

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When Special Care Is Needed: The Special Needs Trust

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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

A Fruitful Retirement: Social Security Benefit

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

View all videos arrow