As an independent investment management and benefits firm, we provide sound financial and health guidance that serves and benefits our clients—and only our clients—at a fair and transparent cost. Whether you need assistance with a personal or corporate retirement plan, health insurance plan, long term care, or business valuation, Thayer Partners will help you achieve your financial goals.LET’S TALK
We provide retirement planning and portfolio management to help you reach your financial goals.Handheld Vacuum Cordless Hand Vac Wide Mouth Bagless Dustbuster Cleaner
We specialize in 401K plans and serve as a co-fiduciary on all of the plans we manage.Read More >
We assist companies with health and benefits plan design so you can pay less and get better benefits.Handheld Vacuum Cordless MATCC Hand Vacuum Cleaner Cordless Rechargeable Wet Dry
Thayer Partners helped a widowed client collect an extra $163,000 in retirement with an optimized survivor benefit collection plan. By collecting survivor benefits now and delaying collection of her personal Social Security income until age 70, she was able to increase her Social Security income to $2,764 a month!
Took a client with expensive, underperforming managed mutual funds and reduced direct costs $50K/year by moving them to low-cost index funds with reliable performance. Thayer Partners also helped prepare employees for retirement using 1-on-1 annual retirement planning meetings.
Thayer Partners has helped other clients save up to $1,000 per employee/year on their health insurance costs without reducing their benefits using partially self-funded health plans. The math behind partially self-funded health plans makes sense for about 70% of Thayer’s clients.