Activate map
Specialties
We specialize in helping people prepare for retirement, including:
Developing a retirement plan
Financing a college education
Establishing a personalized retirement income strategy
Diversifying investment assets
History
Established in 2005.
Thane McCready is a Certified Financial Planner and helps people move into retirement, showing them ways to mitigate the mistakes made by many retirees. Many of his clients have retired from major corporations such as Panasonic, Lockheed Martin and Boeing.
Meet the Business Owner
Thane M.
Business Owner
As a Certified Financial Planner, Thane helps people transition into retirement, showing them how to avoid the mistakes made by many retirees. Many of his clients have retired from major corporations such as Panasonic, Lockheed Martin and Boeing.
Thane earned his bachelor’s degree in finance from Cal State Long Beach and his CFP certification and Master’s Degree from the College of Financial Planning before becoming an independent advisor working through the nationally recognized brokerage firm of LPL Financial. He has shown pre-retirees ways to preserve their assets, increase their income, and reduce the taxes they pay.