Personal Services

Taxes

We provide a full range of tax planning and compliance services. We will work with you year round to minimize your total tax burden. We electronically prepare all federal, state and local returns.

Financial Services

We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

We offer the following products and services for individuals and families:

Investments*

Individual Retirement Accounts
Rollovers
College Savings Plans
Other Investments

Insurance

Fixed and Variable Annuities*
Life Insurance
Health Insurance
Disability Insurance
Long Term Care Insurance

* Services offered by Patrick Thayer / Broadway Financial Solution through an affiliation with H.D. Vest Investment Services.

Planning Services

Retirement Planning

SIMPLEs

IRAs

SEPs

SIMPLEs

401(k)s

403(b)s

College Planning
Tax Reduction Strategies
Cash Flow Analysis
Insurance Analysis

Notary Services

Click here for our Tax Organizer

IMPORTANT NOTE: Patrick Thayer is a registered representative with a 6 registration and can transact business with clients in OH. If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Patrick Thayer can only conduct business in states where Patrick Thayer is registered to conduct business. Any communication with a prospective client shall be conducted by Patrick Thayer only if he is registered in the state where the prospective client resides.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.