Broker Check

Finding Your Fit

We invite you to have a conversation with us about your financial planning goals. Thompson Financial Group focuses on deep listening to your short and long-term goals, and creates an action plan for you. We believe it has far-reaching benefits for our clients to get opinions from Jim and Bob, who have diverse backgrounds, education, and experience. As a local Seattle financial planning company, we feel a genuine commitment to our clients and community.

Client Centered

No single strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take an active approach to helping you develop a long-term strategy which focuses on your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

<p>Data Thieves from Outer Space</p>

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn More
<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
Learn More
<p>Pullbacks, Corrections, and Bear Markets</p>

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Learn More