Recent Articles

“My wife and I have known Bill for over 10 years, working with him in various settings from investments to taxes to even charity planning. It is good to know that Bill has such a great reputation in the community and a heart for serving and helping others. He is sensitive to our particular needs and is a good teacher in helping us to understand a holistic picture of how to handle our finances. We wholeheartedly recommend Bill Thompson for your financial needs, you won’t regret it.”

Gregory & Nerissa Bainbridge

Director of Community Services

“It has been an absolute pleasure to work with Bill regarding my short and long term goals. He really got to know me and tailored an overall solution that not only helped me save for retirement, but also to have plenty of cashflow for daily life. Following Bill’s advice has truly given me peace of mind.”

Michelle F. Behne

Chief Technology Officer

“The smartest move we have ever made financially was signing on with Bill Thompson. The value he provides is not limited to his extensive financial knowledge, but also the passion and the care he shows his clients. You could say that Bill lives and breathes “know your client”, getting to know his clients and tailoring strategies to help them get to where they want to go. It’s been 15 years and we can’t wait to work with Bill for the next 15.”

Carlos & Esperanza Alvarez

Alvarez Plumbing Contractors

“Bill is our ‘go-to’ person when it comes to valuable financial advice. We started with very little in our savings, but after 3 years of listening to Bill and being prudent with our money, we have been able to build a tidy amount that just keeps on growing. Can’t say enough good things about him, meet with Bill right away!”

Hitting Your Financial Goals—Despite Economic Uncertainty

Are You Missing the Mark on Retirement Planning?

The Unexpected Reality of Eldercare

The Magic Ingredient Behind Wealth (It’s Not What You Think)

Have You Protected Your Most Valuable Asset?

Late-Career Retirement Planning Possibilities

Top 10 Tax Filing Mistakes to Avoid

Protect Yourself from Online Financial Scams

Estate Planning for the Terminally Ill: A Practical Guide