Theia Financial Logo
  • LIVE Coaching
  • 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
    • LIVE Virtual Coaching
  • About
    • About Theia Financial
    • Meet The Team
  • Resources
    • LIVE Coaching
    • Podcast
    • Ready for Retirement Videos
    • Insights
    • Downloadable Books
    • Planning Calculator
  • Giving Back
  • Contact
CLIENT CENTER

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

How Much Do YOU Need to Retire?

Hannah February 4, 2025

Your Accomplished Retirement: Social Security Webinar

Hannah January 8, 2025

  • Page 1 of 2
  • 1
  • 2
  • →

Recent Posts

  • How to use QCDs for charitable giving in retirement
  • Roth Conversions Using Tax Bracket Optimizations
  • Why 60% of Women Feel Unprepared for Retirement
  • Affordable Retirement Destinations to Retire in 2025
  • Why You Need a Personal Retirement Plan

Recent Comments

No comments to show.

Archives

  • November 2025
  • October 2025
  • July 2025
  • June 2025
  • March 2025
  • February 2025
  • January 2025
  • November 2024
  • April 2024
  • March 2024
  • February 2024
  • September 2023
  • May 2023
  • April 2023
  • October 2022
  • September 2022
  • August 2022

Categories

  • Insights
  • Wealth Management
Image

RESOURCES

  • Insights
  • Webinars
  • Downloadable Books
  • Planning Calculator

ABOUT

  • Theia Financial
  • Team
  • Giving Back

CLIENTS

  • Book a Call
  • Client Center
  • Send a Message
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.

© Theia Financial, 2025. All Rights Reserved. Built by Arkie Media
  • Privacy Policy
Image
  • LIVE Coaching
  • 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
    • LIVE Virtual Coaching
  • About
    • About Theia Financial
    • Meet The Team
  • Resources
    • LIVE Coaching
    • Podcast
    • Ready for Retirement Videos
    • Insights
    • Downloadable Books
    • Planning Calculator
  • Giving Back
  • Contact
CLIENT CENTER