We help business owners, families and individuals successfully navigate
the maze of financial instruments.
We understand that. Moreover, it’s worth stating that we add value by doing the hard work of shepherding a strategy from origination to the final desired outcome.That means building and regularly updating custom financial plans, conducting regular portfolio reviews, and offering a long list of valuable, often overlooked ancillary services.These might include tax & estate planning, college funding, 401(k) review, investment & cashflow analysis, Social Security & retirement income planning, assistance with annual tax return preparation and one-off custom requests from clients.
Let's discuss this wide range of financial planning services. We can meet in Seattle, WA with social distancing, or over Zoom if you prefer.
We listen to you and do so with a heart, giving you our undivided attention, helping you to live your life on your own terms.
We make sure your investments line up with your willingness to take risk.
We strive to deliver a client experience that exceeds your expectations, with long-term investment and risk management results.
Q: Why do I need to engage with a Financial Advisor to help manage my investments and financial plan?
A: There are several benefits to working with a Financial Advisor to help manage your portfolio. You might engage a Financial Advisor to draw upon decades of experience. You might engage a Financial Advisor to secure a second opinion. A third reason to engage a Financial Advisor is to provide continuous monitoring of your investment portfolio rather than intermittent or part-time monitoring that you would do amongst your other pressing daily activities. A fourth benefit to engaging a Financial Advisor is because they add value (between 1.5% and 4.0%) to your portfolio. Fifth, a great reason to work with a Financial Advisor is to provide your family some confidence in pursuit of your long term goals.
Source: “Average” Investor – Russell Investment Group, Thomson Reuters DataStream. Return was calculated by deriving the internal rate of return (IRR) based on ICI monthly fund flow data which was compared to the rate of return if invested in the Russell 3000® Index and held without alteration from January 1, 1984 to December 31, 2019. This seeks to illustrate how regularly increasing or decreasing equity exposure based on the current market trends can sacrifice even market-like returns. Indexes and/or benchmarks are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.
Q: Is Downside Protection important in my financial investment plan?
A: Preserving your assets (investments) against capital loss is one thing. Planning for market volatility is another. The former affects the longevity of your portfolio. The latter may affect your ability to sleep at night. In order to reduce the ups and down of changing market valuations you may need to accept a lower portfolio yield. We have a variety of tools to help align your investment portfolio to your willingness to take risk. Our experience allows us to customize your investments to manage both capital preservation and market volatility.
Q: How does Thompson Financial Group plan for Downside Protection in my investment plan?
A: Market volatility or the change in the market valuation of an investment is inherent in investing. We use the classic tools of diversification and asset allocation to help reduce volatility and provide a measure of Downside Protection. We also map out multi-year cashflows that do not require capital liquidations.
Q: What strategies does TFG utilize for Risk Management in my investment plan?
A: Our risk management strategies are tailored to you and your unique circumstances. They are influenced by the current economic climate and market valuations. We pay attention to your long-term investment goals and time horizon. We will review the specifics when we meet to lay out our strategy for your investment portfolio.
Q: What is Volatility Mitigation and do you have experience in this area of investment?
A: As financial planning professionals, we take an eagle-eyed view of your investment financial landscape, considering near-distant and short term goals, as well as far-distant and long term investment plans for your future. Volatility mitigation is an important factor to consider, and TFG considers it to be an essential facet when planning your investment portfolio.
Q: Are you available to in person to set up an Investment plan?
A: As financial planners in the Seattle WA area, we care about your health and our own. We are happy to meet with appropriate social distancing measures. After that we can Zoom it until this thing is over.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.