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Are You Sure Your Retirement Strategy Fits?

Hannah July 16, 2026

Roth Conversions Using Tax Bracket Optimizations

Pairing Roth Conversions With This Charitable Strategy Could Save You Thousands

Hannah June 9, 2026

How Much Do I Need to Save to Retire Comfortably

Hannah May 5, 2025

How to Keep Market Volatility From Ruining Your Retirement

Hannah April 25, 2025

25 Social Security Facts for 2025

Hannah February 4, 2025

Women Want to Know: “Will I Be OK?”

Hannah February 4, 2025

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Theia Financial Inc BBB Business Review

Theia Financial® is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.

Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial® are independent of each other.   Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

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  • Services
    • TheiaPath Guided Retirement Planning
      • Guaranteed Income
      • Intelligent Investments
      • Tax Optimization
      • Healthcare and Insurance Protection
      • Estate and Legacy Planning
    • ThieaVest Intelligent Investment Strategies
    • Working with Us – The Theia Process
  • About
    • About Theia Financial
    • Meet The Team
  • Resources
    • Retirement Income Coaching
    • Podcast
    • Ready for Retirement Videos
    • Insights
    • Downloadable Resources
    • Planning Calculator
  • Giving Back
  • Contact
CLIENT CENTER