Thompson Financial

Who We Are

Thompson Financial, Inc. is a trusted financial planning firm serving individuals and businesses in Boone, Fort Dodge, and central Iowa. Founded in 2002 by Troy Thompson, CFP, our mission is to provide personalized financial guidance and empower clients to achieve their financial goals through strategic planning and collaborative relationships.

Our Approach

At Thompson Financial, we believe in building close relationships with our clients and understanding their unique financial needs and aspirations. Our process involves active listening, comprehensive analysis, and tailored recommendations to help you reach your financial milestones. We focus on comprehensive financial planning covering various aspects, including:

• Retirement planning: Creating a customized plan to accumulate and preserve your retirement savings.
• Investment planning: Developing an investment portfolio that aligns with your financial goals and risk tolerance.
• Estate planning: Establishing trusts, wills, and other estate documents to safeguard your assets.
• Business planning: Guiding businesses in financial planning, succession planning, and employee benefits optimization.

Our Values

Our core values guide our interactions with clients and partners:

• Integrity: We uphold the highest ethical standards and act in your best interests.
• Transparency: We provide clear and concise explanations of our processes and recommendations.
• Professionalism: We maintain a high level of expertise and diligence in all our endeavors.
• Client-centricity: Your goals are our top priority.

Our Team

Led by Troy Thompson, CFP, our team of experienced professionals is dedicated to providing personalized and tailored financial guidance. We are committed to working collaboratively with you to achieve your financial aspirations and navigate financial challenges.