John Thackray Email & Phone Number

My team and I specialize in working with individuals and small businesses in Washington, to help them better understand their main goals and concerns. Giving a clear picture of where they stand in relation to those goals. In most cases, we can identify a few areas that can help optimize the overall plan.The more common areas for concerns, that I hear from clients are:- Retirement Planning: (Where do I currently stand? How much should I be saving?)- Taxation: (What are my tax implications down the road? With RMDs, should I be doing Roth conversions?)- Distribution Planning: (With various types of accounts like taxable, Roth, 401k/IRA, where do I pull from first if I need extra income?)- Small Business Benefits: (Employee Benefits, Executive Benefits, Succession Planning, Retirement Plans, Coordinating employer and employee benefits)We work with our clients in a partnership providing guidance on all areas of the financial picture not just investments.If any of the areas above raise concern for you, I would be more than happy to have a quick chat and see if there are any areas, we can provide value. Reach out via email, call, or LinkedIn.Please feel free to book a 15-minute phone call in my calendar:https://calendar.cirrusinsight.com//schedule/john-thackray