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Our Mission

How We Work

Our mission will always be to carefully listen to you, so we understand your needs, wants and long-term financial goals. We'll give you our undivided attention as we help develop, implement and monitor a strategy that is designed to address your individual situation, helping you live life on your terms.

Here at Thompson Financial Group, we understand the challenges families, individuals and business owners face today.

From managing debt and cash flow, to saving for college and retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

All of our energy, commitment and efforts are focused on you, the client, and your satisfaction, because one of our primary goals at TFG is to develop a long-term, trusting financial planning relationship with you. We can meet in Seattle, WA with social distancing, or over Zoom if you prefer.

Developing a long-term relationship based on trust, integrity and accomplishing your goals is one of our primary goals.

Our Process

Our Process

Do you have a financial plan and strategies tailored to your needs and goals?

Updating your plan

Updating your plan

Years of real-life experience have prepared us to guide you through your life transitions.

Are your financial strategies adjusting to current times?

Have a Question?

Thank you!