Broker Check
T
HOMANN

     F
INANCIAL

        S
ERVICES, Inc.

The Beginning of Something Better

Kari Jo Thomann Bear, CFP®

126 Westwoods Drive
Liberty, MO 64068
816.781.8782

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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.    

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Acres of Diamonds

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

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