Listed below are examples of products and services that we offer and/or refer you to others for. Get details on each by using the navigation to the left. We are not a broker dealer, certified public accountant, or attorneys and may be limited in helping you evaluate or execute transactions in some of the products and services mentioned without involving other professionals such as those mentioned.

Retirement Plans & Planning
  • Defined Benefit Plans
  • Defined Contribution plans
  • Profit sharing plans
  • 401K Plans
  • 457 Plans
  • 412i Plans
  • 419 Plans
  • I R A's (regular and roth)
  • I R A rollovers
  • S E P's
  • SIMPLE Plans
  • Non-Qualified Plans (SERPS)
Financial Planning
Privatized Banking
E.S.O.P.S. (employee stock ownership plans)
  • Hybrid E.S.O.P.'s
Establish A Foundations (now within the grasp of every client)
  • Private Foundations
  • Sub Foundations
  • Donor Advised Foundations
Charitable Giving
  • Philanthropy Coaching
  • Making the Right Giving Choices
  • Making a Meaningful Charitable Gift
Estate Planning
Create Trusts
Asset Management
  • No-Load Funds
  • Load Funds
  • Institutional Accounts
  • Private Accounts
Securities
  • Registered
    • Stocks
    • Bonds
  • Alternative Investments
    • Pre-Owned Annuities
    • REITs
    • Private Placements
    • Limited Partnerships
    • Life Settlement Contacts
    • Real Estate Contracts
    • and many others

Our mission is to endeavor to bring you the entire universe of investments, financial products, services, and in our experience and opinion, top tier experts in every area financial. The guiding tenets of our business model are performing, exceptional service, client education, evidenced based planning, objectivity and innovative thinking. These concepts integrate well with the sophisticated demands of successful business owners and professionals and are the foundation of the way we conduct business. At Thornewood we offer a level of personal service that is unsurpassed in any industry.

Free Consultation

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let us provide answers and options that meet
your requirements, wants, and wishes.

Contact Us
or give us call 253.582.6505