Foundations

From Financial Success To Significance; Now within the grasp of every client.

A permanent fund established and maintained by contributions for charitable, educational, religious, research, or other benevolent purposes. An institution or association given to rendering financial aid to colleges, schools, hospitals, and charities. Generally supported by gifts for such purposes.

This is the dictionary definition for this powerful financial planning tool. However, it camouflages all the tax and other advantages it can provide for you. Contact us to see how you can benefit from being a giver.

Thornewood's role in assisting the client in implementing this strategy is to be part of a team of other professionals necessary to fully implement this strategy.

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.