A Family Approach-
Thomann Financial Services, Inc.
Welcome to Thomann Financial Services, Inc. We are an independent financial services firm with professionals emphasizing retirement planning and who are committed to helping you improve your long-term financial success. Our customized programs are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service.
We are focused on enriching the lives of the families we serve from one generation to the next. We take the time to thoroughly understand your unique circumstances, goals and wealth management philosophy, providing professional service that helps ensure your best interests remain at the forefront in all decisions made and actions taken.
Our CERTIFIED FINANCIAL PLANNER(TM), professionals will earn your confidence by listening to you, responding to your needs, communicating opportunities and guiding you and your family members along the path towards financial independence.
The professionals at Thomann Financial Services, Inc. are dedicated to helping their clients maximize their retirement income, accumulate wealth, and the orderly preservation and transfer of wealth to loved ones.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (816) 781-8782. We look forward to hearing from you.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Beware of these traps that could upend your retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.