On-Target Financial Process
When it comes to your finances, precision matters. Our comprehensive On-Target Financial Process was designed to help keep the path you’re on true — so you can glide into your next chapter.
When you work with Thomason Financial Services, you can always expect straight talk. Our first visit will be an honest conversation about where you're at, where you've been and where you'd like to be.
Once we know who you are, we can zero in on what you really need. We'll stay focused on your goals and concerns as we craft a plan that's as unique as you.
Here's where you'll receive your customized financial strategy. If you feel we've hit bullseye, we'll put it in motion, with ongoing maintenance helping ensure it stays on course through any winds of change.
We know the information that federal employees need to make thoughtful decisions about retirement. We can help with everything from FERS/CSRS pension maximization and TSP strategies to risk avoidance and tax planning. And we offer a FREE Federal Benefit Analysis!
Retirement Income Strategies
Asset Preservation Strategies
Long-Term Care Strategies
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning
Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.