Services
At Thompson Financial Group, we provide experienced assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Planning
- 401k Planning
- 403b Planning
- College Funding Strategies
- Estate Planning Strategies
- Cash Flow Strategies
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance*
- Group Health Insurance*
* Some health insurance products offered by unaffiliated insurers.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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