Thoroughbred Asset Management

At Thoroughbred Asset Management, our team of experienced financial professionals is dedicated to providing personalized financial guidance to individuals, business owners, and school employees. We take pride in our ability to create a meaningful experience for each and every one of our clients, helping them to pursue their financial goals and achieve a secure financial future.

Our Philosophy

We believe that everyone deserves access to expert financial advice, which is why we offer a wide range of financial products and services designed to meet the unique needs of our clients. Our experienced and knowledgeable advisors specialize in retirement planning, investment management, college planning, estate planning, and insurance needs, providing clear financial guidance and helping our clients make informed decisions.

Our Services

Our financial advisors have years of experience behind them and are dedicated to providing everything our clients need to create a holistic financial and retirement plan. We specialize in retirement planning for educators, providing advice on 401(k) rollovers, IRAs, and Roth accounts. Additionally, we host free webinars and seminars to provide an additional educational resource for our clients. Our services include thorough planning, retirement learning, retirement webinars, retirement resources, and more.

Our Process

Using a holistic approach to retirement planning, we learn about our clients' current circumstances and future goals, assess their current financial situation, make investment recommendations, and develop a plan that fits our clients' unique needs. Our team works together, hand in hand, taking a client-centric approach, with all our clients' goals and dreams firmly in mind.

Our Commitment

We are committed to providing exceptional service and personalized attention to each of our clients. Our team of professionals has years of experience in financial services and is dedicated to helping our clients address their needs today and for many years to come. We believe that everyone deserves to have a clear understanding of their financial situation and the confidence to make informed decisions about their financial future.