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Investment Advice

 

Objective Investment Advice...

...Helping You Make Better Investment Decisions

 

When you engage Thompson Advisory Services, your advisor will meet with you to learn about your personal financial situation and goals, and then create an individualized investment strategy addressing where you are now and where you want to be. At Thompson Advisory Services, we don't seek merely to help you build wealth. We empower our clients with the knowledge they need to succeed in their financial planning. There are potentially hundreds of decisions that you face in the process of building a solid portfolio – one that benefits from market gains and weathers inevitable downturns. We’ll guide you through them one at a time.

In a well-constructed portfolio, each investment fulfills a specific function and is appropriate for your personal situation. Your portfolio will work harder for you when you choose investments and follow strategies that have been selected based on your individual needs.

What to expect if you engage Thompson Advisory Services to help you with Investment Planning—we will:

  1. Assess Your Goals
    Our recommendations will be tailored to help you meet these goals.
  2. Evaluate Your Current Financial Risks
    We will consider these when determining your appropriate level of investment risk and anticipated rate of growth.
  3. Review all Your Accounts
    We will make specific investment recommendations with a view to flexibility and tax efficiency. We'll show you not only what assets you should invest in, but just as importantly where those assets should be held.
  4. Take Real Estate into Account
    We will show you how you can use your home and other real estate investments to meet your goals and achieve long-term financial stability.
  5. Emphasize Tax Planning
    By integrating tax planning with your investment strategy, we can produce a higher after-tax return.

When your investments have been properly balanced, objectively chosen, and are regularly reviewed, you enjoy peace of mind and confidence in your future.

   

Contact us to discuss your goals, situation, and concerns. We’ll help you make the best investment decisions.



Troy Thompson
Troy E. Thompson, CFP®
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