Financial Planning |
Advice | Taxes |
Life-Integrated Financial Planning...
...Helping You Fit the Pieces Together
You likely have several financial planning pieces in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning—but chances are each of these pieces was developed independently and at different times in your life. These pieces of financial planning are probably not working to their full collective potential.
Thompson Advisory Services works on the principal that to be effective, financial planning efforts must be coordinated to work together. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this life-integrated financial planning, and we are experts at it. We look at your entire financial picture and help you fit the pieces together properly.
We will ask you lots of questions, including: