We Are Serious About
Your Financial Future
Asset Management
We analyze and design an investment strategy to meet your needs, based on your investor profile.
Retirement Planning
Whether you are in the accumulation phase or have already retired, a sound strategy is critical for your future.
Business Financial Planning
Our approach to business wealth management seeks to uncover your opportunities and risks.
Risk Management
Protecting yourself, your loved ones, your home or business against unexpected events is fundamental aspect of financial planning.
Tax Strategies
Your financial plan should include minimize Tax liabilities associated with income, estate, gift and various state, excise and sales taxes.
Estate Planning
We help with your estate planning goals and work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs.
Financial Services
At Thorne Financial Partners, we know that finding the right person to be your financial planner can be an overwhelming task. This is your money and you have worked hard throughout the years to make it and you want to be sure that it makes it through your retirement years and allows you to enjoy the things you like to do most.
Tax-Related Identity Theft Crimes
Criminals are stealing taxpayers’ identities and committing tax-related crimes. There are steps you can take to keep your personal information protected. Identity theft is a growing concern. In 2021, identity fraud impacted 15 million U.S. consumers with $24 billion in losses. With your Social Security number, a criminal can commit tax fraud and other financial-related crimes in your name. There are a number of common ways that identity thieves can obtain your Social Security number: Tax-related identity theft is when …
When to Begin Collecting Social Security
Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it. Deciding when to retire and begin collecting Social Security is an important life decision. Some people may feel they don’t have enough savings to retire and delay their retirement plans to continue working, which means postponing when they begin collecting Social Security. Current law allows workers to begin collecting Social Security between 62 and 70 years of age. The longer …
Year-End Tax Planning Tips
You may be able to reduce your tax liability if you consider adopting these tax strategies before year’s end. Few words can dampen the cheer and optimism of a New Year like taxes. Let’s face it, the time for holidays, time off, and family should be celebratory, not burdensome. But if you approach taxes with an eye toward reducing your liability for next year, the concept becomes more amenable. And indeed, there are numerous tax-savings strategies that you can implement …
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