David J Thompson, CLU®, ChFC®

Wealth Management Advisor

Creating Financial Plans for Your Business and Family

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

Perhaps you’ve saved some money, bought some life insurance or invested in the market.  But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?

That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.

Estate and Business Planning

The goal of the Estate and Business Planning in the business market is to satisfy a business owner’s personal and business needs. Often the business can be helpful in solving personal needs. An owner’s personal and business needs are intertwined and evolve through time. Just as there are typical stages to a personal life, a business has a life cycle (startup, growth, maturity and transfer). There are various needs at each stage, risk protection, business succession, employee benefits, and personal planning. We are here to make sure that all these needs are reviewed, planned for and then met.


Helpful Videos for Your Financial Plan

Today's Retirement Planning: Getting to and Through Retirement

Many people are focused on saving a certain amount for retirement but don't think about what they're going to do with that money once they reach retirement—to make it last as long as they do. The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement.

The Greatest Gift: A Plan for Long-Term Care

One of the greatest gifts you can give family and friends is to plan in advance for long-term care needs. Learn why.

Invest with Confidence: Find Your Balance with Asset Allocation

Learn why it’s important to spread your investments across various asset classes.

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.


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