Broker Check
T
HOMANN

     F
INANCIAL

        S
ERVICES, Inc.

Kari Jo Thomann Bear, CFP®

President

126 Westwoods Drive
Liberty, MO 64068
816.781.8782

Products and Services

Solutions and Services

 





At Thomann Financial Services, Inc., we offer hands-on support for the person who prefers that we select investments that suit his or her needs, as well as services for the more sophisticated investor who may seek our opinion about his or her own choices.

As part of an independent financial firm, our professionals are limited in the spectrum of investments and the companies that we select only by the standards of good practice, and offer you investments that have passed a rigorous due diligence process.

Here is a list of some of the services that we provide:

  • Full financial and retirement planning, and are liaisons for you with other relevant professionals in your life.
  • Evaluation and recommendations on investments based on careful assessment of your needs and attitudes.
  • Private, secure, on-line account access.
  • Constant access.  We know our clients are active, involved people and if you encounter problems or questions that don't fall within our usual scope, we will do our best to try and help you get those answers quickly.

We also provide assistance in the following areas:

Fee-Based Advisory

  • ETF/Fund and Equity Based Asset Allocation Strategies
  • Individualized Custom Accounts
  • Third Party Manager Availability

Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity
  • Real Estate Investment Trusts

Financial Planning

  • Beneficiary & Inheritance Planning
  • Stretch IRA Planning
  • Retirement Plans
  • Investment Tax Strategies 
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance