Financial Planning Services l Retirement and Estate Planning l Insurance and Investments l Oshkosh and Appleton

Welcome to Thome Benefit Solutions, where we invite you to PLAN TODAY TO BETTER ENJOY TOMORROW.

Our mission is to help you understand, and then plan for, greater financial security. Our principal financial professional, Kathryn “Kate” Thome, has the ability and experience needed to assist you with building your financial strategies now and in the future.

If you’re searching for a financial professional to help with any of the following services, you’ve come to the right place:
 

  • Insurance
  • Investments
  • Planning services
  • Retirement accumulation and income distribution
  • Business succession
  • Estate transfer
  • College education

Let Thome Benefit Solutions assist you in achieving your long-range goals. Our team can help you fulfill your personal or business dreams.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

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