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About Us

Our Primary Purpose

Our primary purpose is to remove the stress of financial planning, through education, advice, and encouraging fun throughout the process. 

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe in educating you, and coming along side of you to help you live your lifestyle. 

No one strategy fits everyone, that is why we customize each strategy based on each client's lifestyle goals. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the information on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a lifestyle plan that carefully balances investment strategies with retirement income.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the information on our website. If something prompts a question, please send us an email or call the office. 

Trey Thompson, CLU, ChFC

Financial Advisor

(651) 328-6386

(651) 204-0044

Trey Thompson got his bachelors degree from the University of Kansas. He has been in the financial industry since 1995, and decided to start his own firm in 2008. He currently lives and works in White Bear Lake, MN. Trey has clients...

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