Services Provided

Comprehensive Planning – an approach that addresses all aspects of your financial/personal life and integrates all the professionals you rely upon.  We believe in reviewing your plan that your tax, legal, business, debt and protection professionals should all be consulted during this planning process. 

Evaluations and planning for:

  • Accumulation strategies where we identify goals and lifestyle, creating a detailed plan of how to get there.
  • Evaluating risk levels and matching that to your plan/investments.
  • Insurance and investments for your personal and business needs.
  • Strategies to help reduce risk and exposure.

Our team is focused and experienced in planning for your loved ones.  With over 25 years combined experience in providing planning for Special Needs, Steve Thompson also carries the ChSNC designation (Chartered Special Needs Consultant) from the American College. Our commitment to this space is focused on planning for families needing lifetime care, along with our personal commitment to serving on Board of Directors and volunteering for multiple organizations.

Retirement Planning

Addressing the issues of:

  • When can I retire?
  • When should I retire?
  • What if I outlive my retirement funds?

Creating a defined plan of how to receive your paycheck in retirement.

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