Do you spend more time planning a vacation for your family than you do for your retirement?


Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With Thompson Wealth Management, we can help you plan a financial future that will make you and your family excited for your upcoming years.

We work with business owners at all levels to help you do the five things most business owners want to accomplish.


  • Make Smart Decisions About Money

  • Save Money On Taxes

  • Protect Your Wealth

  • Transfer Wealth To Heirs

  • Charitable Giving​

Working with us is like having your own personal CFO.

Business owner Solutions

Individual Retirement Solutions