Starting Out
If you’re in your 20s, you might think that financial planning is just for old people. The reality is that your 20s is one of the most important times of your life for…
Retiree
Most retirees are risk-averse. That didn’t stop some of them from losing a third of their nest egg in the last recession. How can you avoid this nightmare scenario? Find out…
Young Family
Starting a family can be both a wonderful and overwhelming experience. Financial planning can seem like just another task you have to juggle. However, now is…
Established Family
With more experience comes more confidence. You have more assets than you did when you just started out, so you have more options to consider. However, many middle-aged…
Single
Running a single-person household has a unique set of challenges. Not only is there the emotional pain of separation, a new host of financial problems can arise. Your other…
WHAT OUR CLIENT ARE SAYING…
“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.”
“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.”
“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.”
“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!”
