Investment Management

Investment Management

At Thorn Financial Group, we specialize in long-term investing. Whether you’re saving for retirement or trying to accumulate wealth, one of our licensed financial advisors will work with you to try and achieve your financial goals. Thorn Financial Group offers Retirement Planning, Traditional and Alternative investment strategies, and College Planning. We work closely with our clients and provide education along the way, as well as being very transparent when it comes to any fees.

We strive to review a client’s entire investment portfolio before recommending an approach for the assets we manage. We want to ensure and optimal allocation for the total picture by reviewing employer retirement plans etc. Asset allocation is the primary driver of the return and risk of a portfolio. By identifying clients’ goals and risk tolerance, we customize portfolios starting with the optimal asset mix.

Why Work With a CFP? For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first. That’s why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.*

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.*

(817) 993 - 0507 Contact Us Today

Securities and advisory services are offered through Sunbelt Securities, Inc. Member FINRA/SIPC.

Tax preparation and consulting services offered through Thorn Financial Group, LLC is not associated with the services of Sunbelt Securities, Inc. Broker Check

Fixed life insurance and annuities are offered through Thorn Financial Group, LLC.

Thorn Financial Group, LLC and Sunbelt Securities, Inc are unaffiliated companies.

Sunbelt Securities, Inc does not provide tax or legal advice. Tax preparation/advice and fixed insurance products are strictly offered through Thorn Financial Group, LLC

Read our Client Relationship Summary here:Form CRS

Read our Regulation Best Interest here:REG BI

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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