Whether you are an experienced investor looking for a market-savvy strategy, or a responsible saver wondering what to do next, with Thompson & Thompson Investment Advisors you will receive sophisticated investment management and retirement planning from professionals who know the standard practices, but who choose to do it better.
Determining how much money to save and spend requires analysis and planning. Knowing where to keep it, when to move it, and how to withdraw it can be challenging. We are here not only to take the weight off your shoulders in terms of these responsibilities, but to do so affordably. We also add value in other ways not available from standard financial planners.
Determining how much money to save and spend requires analysis and planning. Knowing where to keep it, when to move it, and how to withdraw it can be challenging. We are here not only to take the weight off your shoulders in terms of these responsibilities, but to do so affordably. We also add value in other ways not available from standard financial planners.
Services
Should advisors understand the mathematics behind the models they use to advise clients? Should advisors take into account realistic long-term market return expectations when managing investments and planning how to spend funds in retirement?
An affirmative answer to these questions seems obvious, but many advisors, in serving their clients, blindly rely on statistical retirement projections without using realistic inputs and without a true understanding of the resulting outputs.For poor service like this, clients are often charged around 1% of their assets every year.
An affirmative answer to these questions seems obvious, but many advisors, in serving their clients, blindly rely on statistical retirement projections without using realistic inputs and without a true understanding of the resulting outputs.For poor service like this, clients are often charged around 1% of their assets every year.
The price you pay for investment management can have an extraordinary effect on your portfolio, especially if you pay industry standard fees. Thompson & Thompson Investment Advisors provides sophisticated investment management at a fraction of the usual cost. Investment Management Clients receive a 40% discount on Comprehensive Financial Planning Services.
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