How we're different
BUILDING LONG-TERM CLIENT RELATIONSHIPS
Based on trust and integrity
Independent Financial Planning & Investment Advice
Thompson Financial LLC was formed with the vision to be a truly independent financial advisory firm. We did not want to be influenced by working for a broker-dealer or parent company that is limited in its ability to help clients with unbiased advice and planning strategy.
After working for a broker-dealer for many years, Thompson Financial LLC was formed in a two-step process. In 2011, the predecessor to Thompson Financial LLC was formed while the company as it is structured today became official in 2014.
Financial Plans Tailored To Your Business & Your Life
Our independence allows us to recommend solutions that go well beyond what one bank or financial institution can offer. After learning your background and listening to your goals an objectives, we will develop a plan specifically suited to meet your unique needs. And if your situation changes or a better solution arises, we can easily adjust - our independence allows for flexibility.
Comprehensive Financial Planning in Kenmore, Washington
Our difference is the level of care and comprehensive planning that we offer to our clients. Our objective is to implement the framework for stress tested strategies that are supported by the correct mix of diversification and risk mitigation. We focus on nine key areas for individuals and households and twelve key areas for businesses.
Getting Started with Thompson LLC
Our process begins with a client discovery meeting in order to better understand your unique goals and objectives. We want to know what you envision your future looking like and what financial obligations you have to the ones you love. We then strategize how to best help you be successful and follow-up with quarterly reviews.