How do you put your financial future together with the underlying factors facing each of us? With Pensions being a thing of the past for most of the workforce, we are obligated to build our own retirement. There are many factors to consider such as, longer life expectancy, social security uncertainty, inflation, market volatility, and taxes. We help build strategies to protect and preserve your money while striving to reduce your tax liability.
Building your nest egg cannot be solely focused on rate of return, but how much you can spend when needed and how much you can leave to future generations.
Saving For Retirement
Dreaming of a worry-free retirement? Start today with our expert-guided savings strategies designed to secure your financial future. We understand the importance of planning ahead. Whether you're just starting your career or nearing retirement age, our personalized approach ensures your savings grow steadily over time. With our tax-efficient savings plans, we're committed to helping you achieve your retirement goals with peace of mind.
Liquidity
The ability to access your
money when you need or want it
Protecting your money from
loss due to volatility in the market
Earn a competitive rate of return
that has historically beat the market
Avoid paying unnecessary taxes and safeguard from outliving money in retirement
Preserving Your Retirement
"The Same Strategy That You Used To Accumulate Your Wealth
Will Be The Same Strategy That Causes You To Go Broke In Retirement"
You've been taught to accumulate money in vehicles such as 401(k)s, IRAs, stocks, and mutual funds which are good for accumulating funds for retirement. These are variable accounts that put your hard-earned savings at risk, which most of us cannot afford. Your assets become even more vital with the pending change in landscape with Social Security; the uncertainty for future and current retirees for reduced benefits are real. Retirement has two different phases when it comes to your money: accumulation and distribution. If you're nearing or in retirement, the next step is preserving and protecting the money you have worked so hard to build. It may also help to turn your savings into a lifetime income and eliminate the fear of outliving your funds. Here at Financial Thirst, we work with our clients on the accumulation phase of saving for retirement, as well as specializing and focusing on the distribution phase of continued growth while preserving and protecting your assets, along with creating a lifetime pension you cannot outlive.
Retirement
Planning
Estate Planning
Software
Tax-Advantaged Financial Strategies
Strategic Qualified
Rollouts
Life Insurance
401(k) / IRA / 403B / TSP Rollovers
Disability Income
Insurance
Roth Conversions
Pension
Maximization
"Working with Financial Thirst Consulting Group has been a game-changer for our retirement strategy. Their expert advice on incorporating fixed indexed annuities into our portfolio has provided us with security and growth. We now have several options for a steady lifetime income stream. We feel confident and well-prepared for our future, thanks to their personalized and professional service."
Our experience with Will Parries has been exceptional. Initially, he reviewed our existing life insurance without any pressure to buy. For two years, he checked in on us without us ever doing any business outside of our existing review. When Rick was 3 years from retirement, Will found us permanent life insurance as we were unaware he would loose his work insurance after retiring. As I approached retirement, Will helped both of us with rolling our retirement accounts into annuities, giving us peace of mind about our future. In March of 2024, after my dad passed away, my family went through much confusion handling my father's estate and probate. We did not want that for our kids. Will guided us through establishing a living trust, ensuring our children will have no worries. Will is more than a consultant ; he's become a friend. Whenever our family or friends have any questions about money, trusts, retirement, or insurance, we always say, 'Call Will.' We are grateful for his help and friendship."
"We couldn't be happier with the guidance we received from Financial Thirst. They helped us understand the complexities of our options and tailored a strategy that perfectly fits our goals. Their expertise in optimizing our assets, especially with our 401k's, IRA's, & deferred comp plan has given us peace of mind and financial stability."
Our Partner Companies
This list is not inclusive. Not all companies we partner with are listed here.
As seen on
Office Locations:
Dayton, OH
Cincinnati, OH
Youngstown, OH
*Doing business in all states except New York