Allow 4Thought to use the best aspects of both technology and actual human interaction to help create an ever-wealthier, and ever-happier future for you and your family. The comprehensive financial planning we provide involves the coordination and execution of four different types of planning:
We believe we’re able to provide advice and services that have less of a bias toward our own interests, and greater alignment with your own due to our independence as a firm, our fiduciary status, and our retainer fee compensation structure.
We conceptually and quantitatively visualize your lifelong financial objectives, and devise, execute and continuously update a strategic financial roadmap to accomplish these. We’re not paid to focus solely on one particular area. We’re not trying to sell you a particular product, or trying to get you to do a particular transaction.
As fiduciary Retainer Fee-Based Wealth Managers and Financial Planners, we are paid to work with your best interests in mind, and to continuously provide you with advice-based solutions most closely aligned with achieving your financial goals.
An intimate knowledge of your needs, wants, and emotions is important to us as we supply the information you’ll need to make life-changing decisions and provide a steady guiding hand to navigate emotionally turbulent times.
Our team-based approach means that while you’ll have a concierge advisor as a primary personal point of contact, your relationship is with our firm as a whole, which gives you direct access to senior management, all of the team specialists, support personnel, informational resources, and ancillary services that we have to offer.
Learn more about the importance of Retainer Fee-Based Financial Planning & Wealth Management
4Thought Financial Group is an independent SEC Registered Investment Adviser (an RIA). We provide both comprehensive wealth management services and investment advisory services, offered and paid for separately. We pride ourselves on keeping open lines of communication with our clients and on using the best aspects of both technology and actual human interaction in our goal of delivering an ever-wealthier, and ever-happier future for you and your family.