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Helen Thornton, FSS

About THORNTON FINANCIAL SERVICES

Our Mission Statement

 

THORNTON FINANCIAL SERVICES' philosophy is simple:  we work very hard to  know our clients, and then use our experience to help them achieve their financial goals and objectives.  Through our relationship with  SagePoint Financial, Inc. we have assembled a team of financial specialists who have been trained to stay on top of today's every-changing financial marketplace.  This teamwork, combined with our full range of products and services allows you the comfort of knowing that someone is looking out for tomorrow while you concentrate on today.  We strive to find the perfect mix of products and services to fulfill your goals, a mix that takes advantage of available opportunities and tax benefits. 

OUR APPROACH

Charting your course through today's financial environment is often confusing and time-consuming.  With our full range of services, you can focus on running your business while we help you prepare for the future.  Thornton Financial Services can help you assemble the right insurance and benefit plan for you, your family or your employees – including health, disability, Key Man and a wide variety of life insurance options to suit your particular needs.  Thornton Financial Services strongly believes in a solid investment program that is specifically tailored to fit our clients' needs and strikes a balance between risk tolerance, investment objectives, and time horizon. 

TRUST

We serve the long-term interest of our clients, helping them to achieve financial confidence and lasting value.  We will be here when they need us. 

INTEGRITY

We keep our promises.  In all our activities, we adhere to the highest of standards of ethical conduct. 

QUALITY

We fulfill clients' needs responsively and efficiently, with products of value and superior service.  We avoid fads and gimmicks. 

RESPECT

We treat people with dignity, and we value diversity.  Together we are better.

 BUILT ON REFERRALS

The overwhelming majority of our business comes from referrals – clients who have given our name to a friend or colleague.  That enables us to spend more time working on your business – and less time talking about ours.

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Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC.  Insurance offered through Thornton Financial Services and is not affiliated with SagePoint Financial.

 



This communication is strictly intended for individuals residing in the state(s) of CA, FL and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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