Wealth Management Services

THE FOUR PILLARS OF THOMPSON FINANCIAL TRANSITIONS (TFT)

 

I. EDUCATION

  • DOING VIDEOS ON FINANCIAL TOPICS (FINANCIAL PLANNING DISCOUNTS AVAILABLE IN THE VIDEOS)

  • POSTING YOUTUBE VIDEOS TO BREAK DOWN THE FINANCIAL TOPICS INTO SMALLER PIECES

    • FACEBOOK

    • LINKED IN

    • THOMPSON FINANCIAL TRANSITIONS WEBSITE

II. INVESTMENT MANAGEMENT**

  • THIRD PARTY INSTITUTIONAL MONEYMANAGERS

    • ETF MODELS- AN ETF ITSELF IS PASSIVE, THE PORTFOLIO STRATEGY IS TACTICAL

    • MUTUAL FUND MODELS- ACTIVE INVESTMENT STYLE

    • QUARTERLY PERFORMANCE REPORTING

    • ACCOUNT SIZE

      • LESS THAN $50,000 WILL HAVE A $15 QUARTERLY ACCOUNT FEE

      • $50,000 AND ABOVE DOES NOT HAVE A QUARTERLY FEE

      • $1,000,000 AND ABOVE CAN HAVE DEDICATED PORTFOLIO MANAGERS

  • QUARTERLY DUE DILIGENCE ON PORTFOLIO PERFORMANCE

  • CLIENT WEBSITE TO VIEW ALL FINANCIAL ACCOUNTS, PERFORMANCE REPORTS, AND FINANCIAL PLANS

  • RETIREMENET INCOME PLANNING SOFTWARE

III. FINANCIAL PLANNING**

  • IF A CLIENT HAS LESS THAN $50,000 IN ASSETS WITH TFT THEN THEY WILL BE CHARGED THE FULL FEE.

  • IF A CLIENT HAS $50,000 OR MORE IN ASSETS WITH TFT THEN THEY WILL BE CHARGED HALF THE FEE.

  • IF A CLIENT HAS $100,000 OR MORE IN ASSETS WITH TFT THEN WE WAIVE THE FINANCIAL PLANNING FEE.

  • IMPLEMENTING FINANCIAL GOALS AND CONCEPTS TO SEE YOUR BIG PICTURE

    • –BALANCING SPENDING AND INCOME

      • RETIREMENT BUDGET FOR EVERYDAY SPENDING

      • HOBBIES

      • LONG TERM CARE PLANNING

      • SOCIAL SECURITY MAXIMIZATION

      • RETIREMENT INCOME PLANNING

    • BEING PREPARED FOR FINANCIAL PITFALLS WITH “WHAT IF” SCENARIOS

      • RETIRE EARLIER, RETIRE LATER, PURCHASING A SECOND HOME, SELLING A BUSINESS

      • MARKET DOWN TURNS, INFLATION, RISK MANAGEMENT, PREMATURE DEATH, HEALTH

IV. RELATIONSHIP

  • SPENDING TIME WITH OUR CLIENTS TO GET TO KNOW THEM AND THEIR FAMILY

    • REFERRAL DINNERS

    • WEBSITE TRAINING EVENTS

    • CLIENT HOSTED EVENTS

      • GOLF, TENNIS, COOKING CLASSES, WINE AND FOOD PAIRING