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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
At what point can you call a personal vehicle commercial?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Building wealth requires protection from the forces of wealth destruction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are hundreds of ETFs available. Should you invest in them?