Thurman & Associates, Inc.

A Wealth Management Company

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  

Is your retirement plan hitting the target you desire? Are you concerned about outliving your retirement nest egg? Have you thought about how taxes and inflation could have an effect on your retirement savings? Are the proper tools and funding in place for your estate planning, wealth transfer, or buy/sell agreement? Are you upset that your financial planner, financial advisor doesn't answer questions, or return phone calls? If you answered yes to any of the aforementioned questions, it might make sense to give us a call for your no obligation financial planning review. Your financial planning review will be conducted by an independent retirement planner. It will be a great opportunity for you to ask any questions and talk about concerns you may have regarding your retirement future. During your no obligation review you will never be asked to purchase a product. It’s simply your time to create a call to action for your retirement future without the pressure of making a buying decision. Call us today to see if it makes sense to schedule your no obligation financial review.

We hope your visit to our wealth management site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial planning situation. We have created this Web site to help you gain a better understanding of the financial advisor concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Most important, we hope you see the value of working with independent retirement planners, skilled in a variety of areas to assist you while you pursue your financial goals. Be sure to visit us frequently, because we update our site continually. Please take advantage of all the tools and newsletters our site has to offer.

We pride ourselves on superior customer service that has built our practice to being a premier Retirement Planning and Wealth Management Company! We proudly serve Coeur d Alene, Hayden, Post Falls, ID, Denver, Colorado, California. We work primarily on a referral only basis. By keeping our promise to focus on our clientele and their retirement planning goals we are continuing to expand. Thank you for your continued trust in us.
 
 

 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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