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Financial Planning

Small Business Owner Solutions

1031 Exchanges

Don’t work yourself to death.

 

Life is too short to spend worrying over numbers. You should be free to pursue a life you love, not risk being trapped in one you regret.

 
Get Financial Planning and Management

Preserve Wealth

Transform your hard-earned dollars into investments that seek to help you achieve your financial goals

GainTime

Stop wasting time on money management or DIY investing and get back to what you do best.

Optimize Money

Get a team of seasoned planners and strategists to help find tax, debt, and investment solutions.

We care about your finances because we care about you.

Money is just a tool to help get you where you want to go

Fee-Based Planning

As fiduciaries, your financial goals are our highest priority, always. We succeed when your succeed.

 

Hand-Picked Portfolios

We use analysis and strategy to create your portfolio, keeping a close on eye your assets and taking quick action to capitalize on opportunity and manage risk.

 

The Buck Stops Here

We personally care about your wealth management: We lose sleep so you don’t have to.

 

More Than Stocks & Mutual Funds

We use a multi-faceted approach to diversify across asset classes, and we compartmentalize risk with the goal of long-term succe

Manage Your Finances

Step 1: Schedule a conversation.

Tell us about your financial goals and your vision for the future.

Step 2: Create an action plan

Decide how much of your finances you want us to manage, and we’ll take it from there.

Step 3: Start Living Today

We’ll help plan for tomorrow.

Schedule a call

At Thornwood Financial, we want to help you use finances as a tool to achieve the life—and future—you want.

We design financial strategies based on where you are and where you want to go, working tirelessly to gain your trust along the way. Our seasoned advisors are resourceful and intentional: Years of experience have taught us how to be strategic with your hard-earned dollars while managing any undue risk. Whether you have a significant amount of assets or are just starting out, Thornwood Financial is here to help you work toward your fullest life.

 

Schedule your free consultation

Complete the form below and a member of our team will be in touch within one business day

WISCONSIN
6226 BANKERS ROAD STE 1
MOUNT PLEASANT, WI 53403
(262) 638-0224

FLORIDA
THE VILLAGES
(352) 224-3082

ILLINOIS
12545 FARM HILL DRIVE
HUNTLEY, IL 60142
(847) 999-0700

OHIO
508 LONGBOW DRIVE #E-126
MAUMEE, OH 43537
(419) 799-7900

[email protected]

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Check the background of these investment professionals on FINRA’s BrokerCheck. 

IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.

Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should  perform their own due diligence carefully  and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Laura Jocius at [email protected].

This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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