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Ted Thatcher

Certified Financial Fiduciary® Financial Adivsor

Ted Thatcher is the President of Pine Brook Financial and a Certified Financial Fiduciary®. As a principal financial advisor, he also serves as the President of the American Financial Education Alliance [AFEA - 501(c)(3)] Medford, OR and Redding, CA Chapters. It is Ted's sincere desire that everyone possess the confidence so many only hope to have in their retirement. This confidence is achieved by executing a written plan he calls the Pine Brook Financial Roadmap.

Contact Info
Ted Thatcher Certified Financial Fiduciary® Financial Adivsor
PineBrookFinancial.com
Resident license: #0L09326
Licensed states:
Arizona California Colorado Idaho Michigan Nevada Oregon
Recommendations
6

  • Ted will be an incredible asset for any family looking to prepare for the future, be it in life insurance or retirement planning. I would highly recommend him to anyone! After meeting with Ted, I always walk away with a more understanding and peace of mind.

    Carl M

  • I've worked with Ted for the last few months and during that time I've been impressed with his quality of character, integrity, and overall professionalism. Ted is one of those rare people who truly has a desire to help others and has the best interest of his clients at heart. I would highly recommend Ted for any insurance and retirement income needs.

    Nick Stahl

  • Ted is a wonderful help! He made me and my family feel very comfortable and understand our best options. I am so grateful for his help and recommend him highly to anyone. -Thank you, Theodore, for your help!

    Jenna Kern

  • Ted is very personal and presents the facts thoroughly and succinctly. We were able to get a lot of info in a short period of time.

    tom f

  • Ted helped my husband and I set and reach our retirement goals. He was clear and explained the different options we had and why they made sense. I'd recommend him to anyone that needs to review their retirement plan and is looking for someone they can trust!

    Mary Simon

  • My husband and I would constantly go back and forth on how to spend the money we had saved for retirement. We'd make a decision and then worry if we made the wrong one. We sat down with Ted and he helped us get a plan in place so we can have peace of mind again. The best part is we can still do all the things we love -- but now we have a plan for it!

    Linda&Frank Thompson
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What is Adjustable Life Insurance?
• 11 min read
Adjustable Life Insurance is often referred to as Universal Life Policy, and it is often described as permanent life insurance. These types of insurances are designed to have flexible premiums, as well as, benefits in the case of death. They are con...
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Newsletter
IUL
Want To Maximize Your Retirement Savings? Try These Seven Strategies
• 11 min read
When you're young and retirement is decades away, it's easy to justify minimum 401(k) contributions in favor of a little extra spending money. But, as many professionals learn the hard way, it's not always so easy to play catch up when yo...
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Newsletter
ANNUITY
How To Get Guaranteed Income In Retirement Income
• 11 min read
People have long been conflicted about annuities. On the one hand, they like the guaranteed lifetime income that only these insurance products can provide retirees. In fact, a recent survey of people 55 and older found that 73% considered g...
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Newsletter
ANNUITY
Is an Annuity a Good Choice for You?
• 11 min read
Annuities can prove to be great assets, but before diving in you need to ask yourself some questions about your financials first.     Annuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income...
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Newsletter
ANNUITY
5 Indexed Annuity Secrets
• 11 min read
Legacy Marketing Group, an insurance marketing organization, recently brought Sheryl Moore to Phoenix to brief affiliated financial professionals on the state of the indexed market. Moore — the president of Wink Inc., a financial services data...
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Newsletter
LIFE
5 creative ways to use life insurance
• 11 min read
Insurance. One of the more boring products out there but also one of the most essential, especially in a privately-held business — even more importantly, in a business that is growing. Here are five creative ways life insurance impacts a growi...
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LIFE
Gifting a Life Insurance Policy to a Charity
• 11 min read
Earlier this year, Grace who is a recent widow and longtime client, found herself questioning the need of an old whole life policy. The policy had a cash value of $100,000 and a death benefit of $220,000. With the passing of her husband and...
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LIFE
Financial Planning Steps for New Families
• 11 min read
My son, Noah, is nearly two years old. It has been an absolute joy to watch him grow up. It’s amazing to see where he is now developmentally compared to just a few months ago. Watching him change since birth is unlike anything I’ve ever e...
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IUL
5 Things Not to Do When Planning Your Retirement
• 11 min read
Retirement presents a unique set of challenges that many of us never think about even as we plan for it. Preparing for retirement is a different ballgame than what we played while working and building up our wealth. This is truer now than ever before...
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LIFE
Six reasons Americans don't have life insurance-- and why they're bogus
• 11 min read
Without life insurance, your loved ones might be left in the lurch financially if you were to pass away unexpectedly. But despite the importance of having life insurance, many Americans go without it, and for reasons that really read more like excuse...
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