Broker Check
<sup>Personal Commitment<br/></sup>Thompson Wealth Advisors<br/>

Personal Commitment
Thompson Wealth Advisors

Since the “Great Recession” of 2008 your job is probably harder than ever. It’s more difficult to find the time to take care of the seemingly endless details of tax planning, succession planning, cash flow planning, retirement planning, charitable planning and protecting your assets from frivolous lawsuits.

The difficulties that you are facing and the tremendous difficulties you will face have not eliminated nor reduced your ability to make a profound positive impact that is so essential to you and your family – As a matter of fact, because of current and future tremendous adversities, that capacity to have a huge positive impact for you and your family has expanded enormously!

With that in mind, I am convinced the standard approach of most financial planning firms will not be sufficient to meet your needs in the trying times ahead. Instead of working with several hundred or even thousands of clients like many financial planning firms, I help people just like you focus on their most important assets. I only work with families that I am certain I can add tremendous value to their bottom line.

<sup>About Us<br/></sup>Your Expert Team

We work with select clients who have the same mission and vision. I’m convinced that this high level of personal commitment from me to devote my expertise and time to you and your family is the only way you will be able to get through the substantial challenges that you face. Successful individuals are leaving their long-time ‘traditional’ financial planning firms who they liked because they know it’s time to enter a new chapter in their life. They intuitively feel things are different now than the last 30 years, they want an advisor that has the time for a true consultative based relationship.

As I mentioned we will not work with every prospect. We are looking for those select individuals that want to make a positive impact on their family and the community. During the first meeting with me – we decide if I am the right person to lead you and your family to achieve all that is important to you. I call this meeting the Discovery Meeting where you and I will explore if you are one those people that years ago I knew I would come into contact with and make a huge difference in their personal life.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.