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Your Needs Always Come First

At Thompson Financial Group, Inc., we begin each client relationship by seeking to understand what makes you unique. We listen to our clients. We strive to understand your goals and provide financial solutions based on your core values.

To help provide effective strategies for your financial needs, we gather significant facts about your financial situation and goals, analyze this data, and prepare a financial strategy that includes recommendations on how to meet your individual financial goals. Then, we tailor your financial strategies to help you pursue what is truly important to you.

Nothing can replace a personal relationship with a trusted advisor who truly understands your goals and objectives. We pride ourselves on delivering unparalleled quality service beginning with asking the right questions and carefully listening to your answers.

Our Process

The entrepreneurial spirit is important to our culture, and a common attribute of our clients. As an independent financial advisory firm, we are committed to providing our clients with an objective, unbiased resource that provides advice based solely on their needs and goals.

Meet Our Team

Our highly professional team of insurance and investment specialists are accessible, eager to listen, and quick to respond to your changing circumstances.

Client Portal

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Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.