Financial Planning |
Advice | Taxes |
Worry less…enjoy life more.
Thompson Advisory Services offers holistic financial advice — we carefully examine how you want to lead your life and create a financial plan that supports your goals. All aspects of your financial concerns are covered — tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more. We work directly with you, providing easy-to-understand recommendations and helping you implement them every step of the way. As your circumstances change, we’ll make sure your plan grows and changes with you.
Thompson Advisory Services is an independent, fee-only firm. The firm does not accept any referral fees, commissions or any other form of compensation from anyone other than our clients. Instead, you pay us a fixed fee for objective, personalized advice on how to achieve your financial goals. Your annual retainer covers all the meetings necessary and allows you to meet with your personal financial planner as often as you wish, whenever you have questions or your life changes.
Thompson Advisory Services, LLC is a registered investment advisor licensed in Oregon and California. Prior to conducting business in any other state, the firm will ensure that all licensing requirements or exemptions from licensing are met.