Thurston Springer Transition Process
If you’d like to join Thurston Springer, or if you just want to talk to us about what it’s like at Thurston Springer, please complete this form.
If you’ve talked to us and are being considered to join Thurston Springer, but it’s still early in the process, please just complete the Background Check form. Don’t complete any other forms, quite yet.
If you’ve cleared the Background Check and have been notified that you’re officially joining Thurston Springer, please complete the Transition Packet.
As part of the Transition Packet, use the Outside Brokerage Accounts form to notify us of any brokerage accounts in which you have a beneficiary interest and which you plan to hold outside of Thurston Springer.
You’ll also have to get fingerprinted. We’ll give you the firm code you’ll need to enter. No ink with our fingerprints! We use a digital vendor. You just put your fingers on glass, and you’re done.
Define and personalize your life goals.
Our advisory services go beyond basic financial advice. When you choose Thurston Springer , you enter into a relationship with your advisor. We create a customized a plan tailored solely to meet your personal goals. We are here for you to answer questions, give guidance, and support your financial goals. We understand that life changes, needs change, goals change. We give the personal attention needed to help you navigate and succeed along the path of life.
Whether it be planning for uncertain life events or a lifelong income stream, we have a variety of products available to you.
Annuities
Long-Term Care
Disability
Life Insurance
We offer you sound financial guidance to weather to the toughest of markets.
Our Advisors are your financial navigators. Investing in your future is our number one goal. Whether its stocks, bonds, or mutual funds, we find the products to get you to your financial goal.
Create a legacy that will endure time and markets.
You’ve got goals, we provide the solutions. We know that it’s not a one-size-fits-all world, and everybody’s goals are different. As life changes your goals also change. We walk with you and guide you as you navigate and plan for your future security, as well as your loved ones.