Thames Financial Management

Why Thames?
Thames Financial Management was founded in 2001 with the objective of helping clients meet their long-term financial goals.

~ Portfolio management
~ Retirement savings
~ Building wealth
~ Generating income from your portfolio
~ Generational planning
~ Saving for college or a down-payment

Services:

Financial Planning- A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home (sooner, rather than later!), making sure your children’s education is well funded, or ensuring a smooth and stress-free retirement; all of these seemingly disparate components come together under a unified financial plan.

The scope of an effective financial plan should therefore cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more.

Portfolio Management- You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Portfolio Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Retirement Planning- When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can!