Strategies Designed to Your Specifications

    We bring a holistic approach to the services we provide to simplify your financial life. We want to understand your goals so that we can design and implement a customized plan that benefits you and adapts as your life and financial needs evolve.



    Financial Planning

    Throughout the various stages of your life, your financial needs change and evolve. We will diversify your investments with an asset management strategy realistically aligned to your aspirations. We consider your complete financial picture from liquidity needs to tax implications.



    Estate Planning

    A good estate plan will give you more control over your assets during your life, provide care if you incur a disability, and allow for the transfer of wealth to whom you want when you want, and at the lowest possible cost. We have experience in building plans for all sizes of accounts.



    Education Savings

    At Thorley Wealth Management, we apply our knowledge and experience to help you determine which college savings plan bests fit your financial situation and your family's needs. We’ll also help you determine the investment mix that can most favorably affect your child’s eligibility for federal or institutional financial aid.



    Retirement Planning

    A good retirement plan should be well-coordinated with your overall plans for investments, insurance, business, estate, and taxation—all implemented with appropriate management of risk. Our planning is designed to strike a balance between meeting your financial goals and needs and protecting you for a future of indeterminate length. Your security is our priority.



    Socially Responsible Investing

    We embrace socially responsible investing and encourage our clients to consider it. This approach aligns portfolios with companies or funds whose missions are favorable to the environment. We seek to select companies with admirable practices on social issues.



    Risk Management

    We focus on helping you protect your wellbeing—and that may mean helping you insulate yourself from certain risks. A good insurance strategy must be coordinated with your overall wealth management plan. Our objective is to ensure that you are comfortable with the level of risk you are taking in pursuit of your goals.



    Wealth Management

    Whether you are investing for retirement, college, or any other objective, we will create a customized portfolio to fit your personal financial situation. As we do so, we often rely on our access to state-of-the-art, independent research reports that help us evaluate current and future portfolio positions.

    Whealthcare Planning:

    Financial Planning for
    Your Future Health Needs

    Rising health care costs can disrupt your ability to provide for a comfortable retirement. That is why we use a process called “Whealthcare” planning along with tools to help you proactively manage the relationship between wealth management and health care planning.

    At times, this may mean involving other professionals, as well as your family members, to create a sound financial strategy to cope with potential health issues. We are committed to helping you with this important area of planning.


    © Copyright WhealthCarePlanning, LLC 2018