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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do your insurance needs stay the same when the nest empties?
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a quick guide to checking to see if you have unclaimed money.