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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
If you find it hard to attain personal life goals, there’s an app for that!
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Can you keep up with your children’s mobile slang?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.