A Broad Perspective
Money means different things to all of us. We come from different backgrounds with different needs, values, and ideas for our future. Of course there are general goals that we may share, however, we try not to make assumptions about the clients we serve.
That's why, at Thompson Financial Group, we make it our priority to get to know you as a person. We want to understand your goals and what drives you to obtain them. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments and plan, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your plan reflects your current life circumstances.
Because we work so closely with you, we tend to think of our clients as our friends. In any case, we are of the opinion that financial planning works effectively over the long term. Hence we are in the business of developing long-term relationships with our clients.
We have never intended to be all things to all people, nor do we choose to work with everyone who passes through our door. We have chosen to specialize in the long-term financial goals of those in the academic and medical professions, along with successful business owners and corporate escapees.
A number of our clients have chosen to align their investment needs with their personal values and societal concerns. There are no hard and fast answers in this arena, but we promise to listen and assist in any implementation.