Thorough Financial Group

11/11/2025

08/13/2025

David and Donelle had an incredible few days in San Diego at LPL's Focus Conference. We picked up lots of great ideas and methods to continue enhancing the wealth management experience we deliver to our awesome clients everyday. And we got to spend time with a few of those West Coast based friends and clients as well!! 👍🎉🏆🌅

05/28/2025

🛑 ATTN Raleigh Area Residents Long-Term Care Isn’t Just for the Elderly
Most people think long-term care is only something you deal with in your 80s.
But the truth is, it can happen to anyone—at any time.

💥 1 in 7 adults aged 40–50 will face a disability lasting 5+ years
(Source: U.S. Dept. of Health & Human Services)

A stroke, accident, or chronic illness could derail your life—and your finances—long before retirement.

And most families aren’t prepared.

👥 If your spouse or parent suddenly needed full-time care:

Would you know what it costs?

Would you know who to call?

Would you know how to protect your savings?

🎓 Free 45-Minute Webinar: What You Need to Know About Long-Term Care
🗓️ When: Friday, June 6 @ 12:00 PM EST
💻 Where: Zoom (Free to attend. Recording included.)
🎟️ Reserve your spot now:
👉 https://us02web.zoom.us/webinar/register/WN_dSoupb3LTCSnszdaL9v8gQ

✅ You’ll Learn:
The true cost of care—today and in the future

How to evaluate home care, assisted living, and skilled nursing

Steps to protect your income, savings, and legacy

🧠 Hosted by local planners at Thorough Financial Group in Raleigh
There’s no sales pitch—just smart, practical guidance.

Be the one who’s ready.
Not the one who’s rushing.

Planning ahead is one of the greatest gifts you can give your family.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/26/2025

We are always mindful, but especially today, of the incredible sacrifice of all of our service members. Please have a safe and fun Memorial Day! 🇺🇲💪❤️

04/18/2025

Extending wishes to all of our clients, friends and families for a peaceful Passover and Easter holiday! 🌻🪻🎉👍🐇

01/31/2025

Sweet thank you note from one of our youngest clients...the littlest things can make your day ❤️🎉🏆

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

01/10/2025

Happy New Year to all!

We are very excited to introduce and welcome financial advisor James Ustby to Thorough Financial Group! A Rochester, Minnesota native, James and his fiance Catherine now reside in Durham and have made North Carolina their home. Catherine is a pediatric physical therapist at the UNC Children's Hospital. James will be helping TFG and our clients in a variety of ways and we look forward to everyone meeting him very soon.

Please join us in welcoming James to the group!

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/17/2024

A very quick trip up to NYC this week to do some Due Diligence on investment products for our client portfolios. Snuck in some fun as well, a terrific visit.

11/11/2024

10/25/2024

It's been another busy week at TFG! While Jay and Donelle held down the office in Raleigh, David attended the Nitrogen Wealth conference in Nashville for an action packed couple of days chock full of ideas, tools and strategies to continue helping support our fantastic clients. Emmitt Smith capped off an awesome conference and was really a terrific keynote speaker. Hope everyone has a safe, restful and enjoyable weekend!!

10/08/2024

Please join us via zoom next week on Tuesday October 15th at 5 PM Eastern for a very informative webinar on Cyber and Personal Security. This session will be given by Gary Rossi who has spent his entire career as a law enforcement security professional. We hope you can join us for this special session, the registration link is below.
https://us02web.zoom.us/webinar/register/WN_1-Scd8TfRV-LTV-YOUsQFg

09/11/2024

Remembering all of those who gave their lives on 9/11, we will never forget you.