Thompson Wealth Management

History

Thompson Wealth Management offers one of the most needed, and yet, hard-to-find services. We help families with college bound children save on their out of pocket expenses for college. Our average client saves in excess of $25,000. We also help people accumulate wealth for retirement in such a way that they will pay little or no tax in retirement.

Specialties

Our Services include: College Planning and Retirement Planning College costs have spiraled out of control the last few years. At Thompson Wealth Management, we are experts at minimizing how much you have to pay for your student's college education. In addition to saving you on the cost of college, we have a comprehensive college preparation program for your student that includes: * Financial Advice and Planning * Industry-leading Career Matchmaker Assessment * Career Exploration * Student Financial Literacy Program * Student College Portfolio Development * SAT & ACT Test Prep Program Proven to Increase Student Test Scores * Complete Month-by-Month Detailed Plan for Every Year of High School * Interactive College Maps for All 4-Year and 2-Year Colleges * Financial Aid Guides * Detailed Scholarship Search Tools * Live Academic Advisor Webinars *