FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Wayne Thacker

Wayne Thacker

Financial Consultant

Wayne Thacker joined our team in 2009 and has been titled, ‘The guru of retirement income planning.’

Wayne has been involved in the financial services business since 2001 and brings a wealth of real world experience. Formally, Wayne was President of an independent mortgage finance company before selling the company to a large banking institution in 2008. Not only does Wayne have a grasp on how the assets work, but also on how the liabilities can affect overall performance of a retirement and cash flow plan.

Wayne specializes in helping Indiana School Teachers and PERF Members organize and plan for their retirement. He has built a strong knowledge base surrounding the core retirement vehicles (INPRS Pension, Social Security, Medicare, Insurances, and Personal Assets), and he works with individuals to help piece these things together for their individual plan. Putting ALL of the pieces together is a unique skill that Wayne brings to the table. There is no one size fits all because there are so many moving parts. Breaking them down and then fitting them together for each individual client is what’s earned Wayne the title, ‘The guru of retirement income planning.’

Wayne is a frequent guest on our radio show, ‘Your Money with David Hays.’ He is our resident expert when dealing with Indiana Public and Federal Employees and is our ‘Go To’ person when it comes to Social Security Planning. Wayne has spent countless hours learning the ins and outs of this very important piece for his clients. Most weeks, Wayne can be found conducting the ‘Savvy Social Security Planning Workshop for Baby Boomers’ or one of the many programs he runs for Indiana State Employees and Federal Workers.

A note from Wayne:

Bloomington is my hometown. My kids go to the same schools and play at the same parks that I did growing up here. I have the pleasure working with our local school corporation, the same school corporation that built the foundation that I still rely on today. I can’t tell you how good it feels to help the same teachers retire that taught me grade school math more than 30 years ago now. I am a family man, deeply in love with my wife Heather, my teenager, Parker and my forever little girl, Myra Grace. I’m just like the other dads out there. You can find me most days at the gym, on a court, field or gymnastics arena. Even with an active personal life, I’m deeply involved in my practice. It’s personal, emotional, and important to me. I think about the clients I work with all of the time. I’m looking forward to many more years and seeing many more successful retirements all along the way.