Let's Talk

H. Lee Thacker, Jr., CFP

Recent Posts

What Does a Trust Company Do?

Since trust companies handle many different asset management tasks, confusion abounds about the role and purpose of trust ...
Read More

The Difference Between Using a Trust Company as an Investment Manager vs. a Broker

When choosing someone to manage your investments, you need to ensure that the individual is the right one for the job. After all, ...
Read More

When Should You Start Your 401(k)?

Saving for retirement should obviously be a priority for any adult no matter what your age is. But, with all the other financial ...
Read More

What Are the Advantages of a Cash Balance Plan for a Business Owner?

Cash balance plans have become increasingly more popular among small and midsize businesses in recent years. In fact, according ...
Read More

The Importance of a Fiduciary: What You Need to Know

When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
Read More