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Awesome Image THORNWOOD FINANCIAL LIVE YOUR FULLEST LIFE We, as Fiduciaries, are passionate about providing people with solutions that may help to pay for college, pay less taxes, reduce or eliminate debt, preserve their asset and help make every dollar go further. VIEW SERVICES

ABOUT THORNWOOD FINANCIAL

We help people navigate their financial life. Money is a resource that affects the quality of your life. Like most resources, it is finite. How you utilize that resource determines your lifestyle, your stress level, your security, and your legacy.

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FINANCIAL PLANNING AND INVESTMENT ADVICE

Our team of financial planners & wealth advisors are fee-based to ensure that your path to the ideal financial plan is created to prioritize you, our client. Our success is your success and as advisors, your financial goals become our priority.
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SMALL BUSINESS OWNER FINANCIAL SOLUTIONS

Business owners are too busy and pulled in too many directions to adequately address all the personal and corporate financial issues they should. Sometimes they aren’t even aware of the topics they should be addressing. This is where we come in.
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1031
EXCHANGES

A 1031 Exchange Advisor should not only help you find, select, and acquire quality 1031 Exchange replacement property, but also assist in navigating 1031 Exchange rules, debt matching requirements, and addressing property ownership issues.
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ASK MARK AND LAURA

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CONTACT US

WISCONSIN
6226 BANKERS ROAD STE 1
MOUNT PLEASANT, WI 53403
(262) 638-0224

FLORIDA
THE VILLAGES
(352) 224-3082

ILLINOIS
12545 FARM HILL DRIVE
HUNTLEY, IL 60142
(847) 999-0700

[email protected]

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Check the background of these investment professionals on FINRA’s BrokerCheck. 

IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.

Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should  perform their own due diligence carefully  and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Laura Jocius at [email protected]

This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.