We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
At JFThompson Wealth Management (JFTWM) we have over 22+ years of experience within the financial planning, investment advisory and insurance industry. With the diversity of education, industry and business, we have the foundation to provide unbiased advice to those in need of financial planning. We are also committed to maintaining a high standard of integrity and professionalism in our client relationships.
At JFTWM we endeavor to know and understand each client’s individual situation and provide him or her with quality information, products and services to help them reach all of their financial goals. Unlike other Financial Advisors we are an independent financial planning firm, and are able to offer numerous investment and insurance product choices, including annuities, without being held captive like some advisors.
Every day we face challenges managing our finances, stock market swings, fluctuating interest rates, taxes, debt and inflation. The effects can be unsettling. One thing is certain; the future will come, regardless of whether we are financially ready or not. There is no need to put off planning. The time is now. JFThompson Wealth Management can help you achieve your financial goals and will provide guidance to help:
At JFTWM we align the world’s investments with each investors risk number. The core technology we utilize for our Risk Analysis is based on the academic framework that won the Nobel Prize
for economics in 2002.
At JFTWM financial planning is the foundation of what we do and why we believe it is imperative that you have a comprehensive Game Plan designed to help you succeed
in your financial journey.
At JFTWM we develop financial strategies to provide you with inflation-adjusted income for life.
At JFTWM we help you protect your family by implementing a legitimate and efficient life insurance and long-term care plan as part of your financial Game Plan.
At JFTWM our investment portfolios are created and managed by one of the top Investment Money Managers in the world.
At JFTWM our goal is to help create a financial plan for you that is as tax efficient as possible. That is why we create tax strategies just for you.
At JFTWM we work with arguably one of the best premiere estate and trust planning attorney’s in the U.S. Every trust is designed to deal with all of the possibilities that may exist in your financial life.
At JFTWM we understand the importance of providing a legacy for your family and charitable planning for your church or favorite charity.
At JFTWM you have 24-hour access to your entire financial picture and a complete aggregate and performance report in real time.