Our client relationships begin by learning about your financial situation, your goals and the timeframe in which you’d like to achieve them.
We analyze your financial status and carefully evaluate solutions and strategies to help you achieve your goals.
Using many tools and processes including a Monte Carlo simulator and Riskalyze, two of the most sophisticated tools in financial planning. We make sure the plan is robust and can handle different trials and life events.
Once you’ve signed off, our strategies are put in place by JFTWM with third-party experts (i.e. attorneys and CPAs).
We continually monitor—and review with you—progress toward your goals and make adjustments as needed.
Whether your objectives are personal financial planning, investment strategies or retiring comfortably, at JFThompson Wealth Management, our team is eager to help you achieve financial success through a variety of services.
Our team is dedicated to your overall financial success. By combining thorough financial planning, with customized investing and insurance strategies, we can help you identify and achieve your most important life goals.
Our portfolio managers are uniquely qualified and dedicated to helping our clients achieve consistent growth with low volatility through our growth-and-income investment style.
Insurance planning is a key component to any financial plan and it is sadly often neglected. Having smart insurance strategies in place will help preserve your financial health no matter what curve balls life may throw your way. We’ll work with you to determine an adequate level of coverage and tax efficiency to meet your personal needs.
We offer a variety of other services for all your financial planning needs, including: