THE FOUR PILLARS OF THOMPSON FINANCIAL TRANSITIONS (TFT)

 

I. EDUCATION

  • DOING VIDEOS ON FINANCIAL TOPICS

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

    • FACEBOOK

    • LINKEDIN

    • YOU TUBE

    • 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

    • INDIVIDUAL STOCK PORTFOLIOS- ACTIVE MANAGEMENT STYLE

    • QUARTERLY PERFORMANCE REPORTING

  • QUARTERLY DUE DILIGENCE ON PORTFOLIO PERFORMANCE

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

  • RETIREMENT INCOME PLANNING SOFTWARE

III. FINANCIAL PLANNING**

  • WE START WITH A FINANCIAL PLAN FOR A FEE.

    • WE COVER CREATING BALANCE FOR TODAY AND TOMORROW.

      • –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

    • IF YOU LIKE HOW WE WORK WITH YOU DURING THE FINANCIAL PLAN, THEN YOU CAN CHOOSE TO HAVE US IMPLEMENT ALL THE IDEAS IN YOUR FINANCIAL PLAN.

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

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