At Thompson Financial Group we're more than just financial professionals in finance and payroll. We're trusted guides, helping you achieve a life you design. Offering insurance solutions to protect your family or your business, we want to be an extension of your team. We're also a trusted local partner ready to take on payroll and workforce management needs of employers of all sizes.
Our core values guarantee we're focused on helping you reach your goals. Established in 1962 by Arthur Thompson, we have not stopped evolving since. We are committed to maintaining strong family values, a dependable work ethic, and only the best in customer service.
Our core values guarantee we're focused on helping you reach your goals. Established in 1962 by Arthur Thompson, we have not stopped evolving since. We are committed to maintaining strong family values, a dependable work ethic, and only the best in customer service.
Services
If you would like to decide, in advance, what happens to you, your loved ones, and your assets when you are not able to decide for yourself, then, you need estate planning. Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own- your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and other personal possessions.
Thompson Financial Group offers various personal investing strategies that can have a risk-forward approach and innovative thinking around investment portfolio assembly. Our personal investing strategies are constructed to predict and react to the markets, helping you stay on track for the long term, even as the circumstances change.
We understand the demands of owning and running a business, including business retirement plans. We implement and oversee business retirement plans for small and large businesses. By providing the right plans for your business, we meet with employees to create an individualized plan to meet their investment objectives.
Life will never be free from uncertainty. But when uncertainty is minimized, life can be maximized. No matter what stage of life you are in, if someone depends on you financially, you should consider reducing their uncertainty by protecting them with life insurance. Our products include index universal life, universal life, whole life, term life, and variable universal life insurance.
The ability to work and earn a living makes everything else possible. It's our most valuable asset and it deserves protection. Disability income insurance provides an income if you are unable to work because of an illness or injury. Disability Income Insurance is the industry name for a plan that provides for periodic payments of benefits when a disabled insured is unable to work.
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