Broker Check

Helping Neighbors Secure Their Future

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Thompson Insurance & Financial Services.

Thompson Insurance & Financial Services provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Thompson Insurance & Financial Services is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

*Insurance offered through Thompson Insurance & Financial Services.

Retirement Planning

Baby Boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized definition as well as a focused plan. When creating your unique definition of …

Learn more

Insurance Solutions

Life insurance has many uses, but one size does not fit all. Almost all insurance companies have now updated their life expectancy tables to reflect the fact that we are now living longer. If a person has life insurance …

Learn more

Generational Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! …

Log In

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Have a Question

Name
Email
Phone
Question
Thank you!
Oops!