Thompson Wealth Advisors
Advanced Planning for Business Owners
Certified Specialist in Retirement Planning

CONNECT

Address:

104 N Center St., Statesville, NC 28677
709-20 Norteast Dr., Davidson, NC 28036
Statesville, NC 28677

Phone:

704-878-6112 (cell) 704-880-8049

Consultative Process

Through numerous interviews with successful business owners and entrepreneurs we have found that you are looking for a process, something concrete, something you can build on. You want a consultant, someone who truly cares and understands the unique needs of your business. Our consultative process starts with a complimentary "Discovery Meeting" where we find out where you are now and where you want to go. If we mutually agree that we can add tremendous value to your business we proceed with the additional planning meetings.

Schedule your complimentary 60 minute "Discovery Meeting" today to get started.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck