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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The item most homeowners forget on their home improvement project checklist is insurance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are six flags that may make your tax return prime for an IRS audit.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial advisor about changes in your situation.