About Us
Jeff Thompson
Started in the financial services business in 1983. Held many designations, including ChFc, CLU, Series 7, 22, 24, 63, & 66
Specializing in helping clients prepare for a secure retirement. Strategies for maximizing retirement income and reducing risk.
Rob Thompson
Rob Thompson is a licensed fiduciary with over a decade of experience in the State & Federal Employee retirement space. Rob will show you how to avoid tax liability and protect your assets so that you never run out of money! Rob specializes in FERS/CSRS Pensions, Thrift Savings Plan, 401k, 403b, State Pensions, FEGLI, FEHB, Defined Benefit Pensions, Asset Protection, etc...
Matt Thompson
Matt is a passionate retirement planner dedicated to helping individuals
and families navigate the path towards a secure and fulfilling retirement.
With several years in the financial services industry that have equipped
him with the knowledge and tools to develop personalized retirement plans
that align with your unique goals and aspirations.
Matt understands that retirement is not just about numbers; it's about
envisioning the lifestyle you desire and creating a roadmap to achieve it.
His approach is collaborative and client-centered, ensuring clear
communication and ongoing support throughout your retirement planning
journey.
Whether you're just starting to think about retirement or nearing your
golden years, Matt is here to guide you every step of the way. Schedule a
free consultation today and let's discuss how to turn your retirement
dreams into reality.