Step 1 - MAKE THE COMMITMENT
No person or family can have a successful financial journey unless they know where they are and where they are going. Let us help you make a plan for your journey.
Step 2 - INVEST IN YOUR FUTURE
Today we have more responsibility than ever to be good stewards of our resources. Once we have created the plan, we will also show you the best ways to save and invest for your future.
Step 3 - LEAVE A LEGACY
Once you have experienced a life well lived, then what? As we assist you in creating your greatest life plans, we can also help you leave a lasting legacy.
For decades, money managers and investors have been talking about getting the “pure play”. It’s investment jargon for investing with a laser focus, getting the specific type of business or activity you are looking for. When Internet funds first started in the late 1990s, the pure-play issues eliminated the retailers who happened to sell through […]
A Domestic Asset Protection Trust (“DAPT”) is an irrevocable trust established under the special laws of one of the jurisdictions that allow the settlor of the trust to be a discretionary beneficiary and yet still protect the trust assets from the settlor’s creditors. There are 13 or 14 such jurisdictions, depending upon whether Colorado’s limited […]
Insurance is an important element of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death. Adding Up Your Insurance Needs The insurance decisions you make should be based on your family, age, and economic situation. There are […]
Got a headache? See your doctor. A toothache? See your dentist. A money problem? Well, that’s when you might want to make the acquaintance of a good financial planner. Maybe you’ve come into a large inheritance or your own income popped suddenly. Maybe you gave birth to triplets or recently divorced. Maybe you just bought […]
Thompson Wealth Advisors is an advisory firm that comprehensively examines all aspects of our clients’ lives to offer the most practical approach to financial and wealth management. We work with our clients to assist them in achieving their financial and life goals. We realize that all clients and client financial situations are unique. We also […]