Our Primary Purpose
Over the years, we have discovered that our team approach is an effective way to assist clients who have many different goals and needs. Our skills support clients as they maneuver through the complex financial-services instruments available today.
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.
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.
Investment Strategies for Retirement
A Taxing Story: Capital Gains and Losses
The Business Cycle