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Retirement 

Do you know where you’re going and how to get there?

Their vintage 74’ VW Bus runs great. This happy couple is having an amazing road trip, fulfilling their goal of traveling frequently during retirement.

And they've just pulled over because they realized their gas gauge is nearly empty, and they're out of range of cell service so they have no idea where to go. They're laughing because their familiar, old-school paper map came in handy!

Just because you’re looking at a map doesn’t necessarily mean you know where you are going. Even if you plan well, and fill up your tank before a trip, unexpected things can occur. What if your financial plan runs of out gas (money) before the trip (your life) is over? 

Are you preparing now to fund your primary goals during retirement?

Traveling is often a priority for retirement, as well as spending quality time with extended family, and enjoying your hobbies or new adventures. Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.

We offer personalized, hands-on service. We educate our clients about financial plans, concepts and products, and take the mystery out of investing and wealth management, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, cash flow planning as well as other retirement and financial planning issues that are critical to your financial well being.

Are you currently preparing to fill up your retirement investment tanks to fund your road trips so your gauge remains on full? We’d love to help you hit the road.

Career

Career

Your financial goals change with time. Earlier in your career, you’re probably going to seek growth potential.

Planning

Planning

Later on, you’re likely looking for a retirement income stream while preserving your assets against loss.

Legacy

Legacy

 And as you're career matures, you're focusing on your legacy.

Utilize our Financial Experience


Thompson Financial Group, in Seattle WA, can help you combine and coordinate products, understand and manage their risk, and help address and simplify complexities - getting you on your way to creating and maintaining a happy plan for retirement.


We want you to keep the smile on your face during retirement with a roadmap, and sufficient money from your plan to keep the joy alive in your heart.

Retirement: Questions & Answers

Q: After I have accumulated assets, how can Thompson Financial Group help me with Wealth Preservation?

A. As financial planning professionals, we evaluate your investment financial landscape, and utilize a variety of tools to help align your retirement portfolio to your willingness to take risk. Our experience allows us to customize your retirement plan to manage both capital preservation and market volatility. Our risk management strategies are tailored to you and your unique circumstances. 


Q: I've just begun a career. Would you recommend that I focus on a retirement plan instead of paying off student debt?

A: Your retirement planning, saving for retirement and paying off student debt are all very important considerations. We'd be glad to review your current situation and provide insights and advice on what do. Having a plan you can live with can give your life healthy balance. 


Q: Has my retirement financial plan been given its job description for Wealth Preservation and Managing Risk?

A: Retirement Income streams that are stable is part of a job description that we build into your plan.

 

Q: What are the best retirement planning income strategies to use during my career? Will I need or want tax free income?

A: A financial plan that includes tax free income streams as part of a retirement plan can be very beneficial. We'd be glad to review your current situation, and give advice on a retirement plan which is tailored for you.

 

Q: How can Thompson Financial Group help me with Wealth Preservation as I plan for retirement?

A: Wealth preservation is one of our primary goals when we create a specific plan to meet your priorities during retirement. Contact us at the form below to discuss your specific goals for retirement.


Q: Is it possible to increase my retirement income streams and manage risk?

A: Selecting the financial instruments that provide income streams while managing risk is something we have practiced for years.


Q: What are the best retirement planning income strategies to use during my career? Will I need or want tax free income?

A: A financial plan that includes tax-free income streams, as part of a retirement plan can be very beneficial. We'd be happy to perform ongoing analysis, and give advice on a retirement plan for your specific goals.

 

Q: How do I fill up my retirement savings tank?

A: Our job is to help you break down the complexities of financial instruments and give you the knowledge and understanding of what to use and how to use it. We want you to know what you are putting in your tank and why.

 

Are you currently preparing to fill up your retirement investment tanks to fund your road trips so your gauge remains on full? We’d love to help you hit the road. Thompson Financial Group is located in the Puget Sound area, Seattle, WA. While meeting in person for a consultation, we utilize safe social distancing measures at this time.

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