Thompson Wealth Management & Life Planning, Inc.
Welcome to the Thompson Wealth Management and Life Planning, Inc. web site. We are a financial advising practice catering to businesses and individual investors. We believe that financial decisions don't have to be confusing. Our aim is to develop an investment plan that is adaptable to changes in your life as well as the market. Our staff of financial professionals is prepared to draw on years of experience to provide a personalized investment plan and help you towards accomplishing your financial goals.
We're here to help educate you about the concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
Our process starts with a holistic view of your personal finances and investments. We aim to ask all the right questions to get a good understanding of your unique situation and how we can improve your personal finances and investments. We ask you about your goals to help define your targets and objectives you want achieve. We also help guide and educate you in estate planning strategies and other investment planning issues. We compile this data into Wells Fargo’s Envision® plan, a retirement planning software that determines, every time we meet, if we are on track to meet those goals. It is a very workable plan that helps fine tune retirement income needs, survivor needs, savings, income goals, social security, pensions, variations of risk portfolios, 401ks, IRAs, CDs, investments, annuities, mutual funds stocks, bonds, real estate and etc. We analyze what you have entrusted with us as well as what you have in other places. We also have a thorough discussion on risk and will help guide you through a questionnaire to determine the right asset allocation and investment mix for your age and risk tolerance. Once we assess your unique situation and score your questionnaire, we will then help guide you to the appropriate investment mix. There are various models and solutions that we can choose from and we help educate you on the right solution for you. We help you develop a workable attack plan on a host of other investment planning needs that you may have and help encourage and motivate you to achieve them. We believe and value the client relationship so we are committed to ongoing communication, client educational events and client planning sessions and reviews.
Please feel free to browse our site. You will find a variety of articles, calculators, and research reports that we hope will interest and enlighten you. If you have any questions or concerns about your own financial future we welcome the opportunity to speak with you. Our contact information is located at the bottom right hand corner of this page for your convenience. Thank you and we look forward to helping you simplify your financial future.