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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Our Mission

More than just a financial planning firm, we seek to be your partner, coach, and friend. Learn More Integrity That big list of dreams and goals deserves to be protected. Learn More INDEPENDENT Our independence, transparency, and passion are our differentiators. Learn More Helping you learn a smarter way to manage your money. We will help you build it and protect it.

About Founder

George B. Thompson, the founder of Thompson Wealth Management, Inc., has dedicated his career to providing financial solutions that cater to the unique needs of each client. With a deep understanding of the importance of integrity, independence, and transparency, he has built a firm that embodies these values. His commitment to helping individuals achieve their financial goals has made him a trusted figure in the financial industry.

Team

Our team consists of experienced professionals who share our mission of providing exceptional service and personalized financial solutions. Each member of our team is dedicated to helping clients navigate the complex world of finance and achieve their goals. With a diverse range of backgrounds and expertise, we are equipped to handle a wide variety of financial needs.

Services

We offer a comprehensive range of services designed to meet the unique financial needs of our clients. These include:

  • Retirement Planning: We help clients prepare for retirement by creating personalized plans that address their financial goals and objectives.
  • Estate Planning: Our team works with clients to develop strategies that protect their assets and ensure their wishes are carried out after their passing.
  • Investment Planning: We provide investment advice and guidance to help clients grow their wealth over time.
  • Insurance Planning: Our team helps clients understand their insurance options and select the coverage that best meets their needs.
  • Tax Planning: We work with clients to minimize their tax liability and maximize their financial resources.

Resource Center

Our resource center is designed to provide clients with the information and tools they need to make informed financial decisions. Here, you will find articles, videos, and calculators that cover a wide range of financial topics, from retirement planning to investment strategies.

Blog

Our blog is regularly updated with the latest news, trends, and insights from the world of finance. Here, you will find informative articles and commentary from our team of experienced professionals.

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