Thoroughbred Advisors

Thoroughbred Advisors believe that Excellent Choices are driven by Excellent Context. We also believe that Comprehensive Plans are driven by a Comprehensive Process. We deliver both to our clients. Thoroughbred Advisors' Financial Planning Process is designed to bring context and process together, assisting our clients in developing a Clear Track to Financial Security and Expanding Prosperity. Many of our clients have a lifetime of products, plans and professionals they have accumulated over the years. Many of these products, plans and professionals are adequate but rarely have they been vetted within the context of a comprehensive plan. Our planning coordinates all aspects of your financial world and helps ensure that your products, plans and professionals are working toward your common interest. It is our job to implement this process and deliver the appropriate context so that you can be free to live the life you have imagined.