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Our Services

We offer the financial planning resources and the ongoing service necessary to help you pursue your financial goals.  Here is a summary of the services we offer: 

Investment Planning

• Portfolio Management • Assess Risk Tolerance • Asset Allocation & Diversification

• Investment Analysis • Concentrated Stock Analysis

• Wide range of investment product options due to being independent

• Asset Location • Second Opinion Reviews

Retirement Planning

• Retirement Goal Setting • Retirement planning & analysis

• Social Security Analysis • Develop optimum retirement income strategy

• Business Planning • IRA Contributions & Conversions

• 401(k) Management & Employer-Sponsored Plans

• Annuities & Pensions • RMDs & Withdrawal Strategies • Medicare Planning

Estate Planning & Philanthropy

• Review/Discuss Estate Planning Strategies • Guardians for Minors & Children

• Review & update beneficiaries • Asset Protection Analysis

• Recommend charitable giving strategies Facilitate transfer or retitling of assets

Risk Management & Insurance

• Review of existing policies:

Long Term Care, Disability, Homeowner’s, Renter’s & Liability Insurance

• Determine Insurance Needs

• Provide Life Insurance • Provide Long Term Care Insurance

Cash Flow & Budgeting

• Expenses & Budgeting • Cash Flow Analysis • Debt Management • Emergency Savings

• Planned Purchases • Mortgage Review • Lines of Credit

Family Services

• College Savings Planning • 529 College Savings Plans • Divorce & Widowhood Planning

• Legacy Planning • Elderly Planning • Roth IRAs for Children

Tax Management

• Overall Tax Planning • Review of Cost Basis • Review Realized Gains

• Tax Loss Harvesting • Potential Roth Conversions • Deductions & Credits

Financial Life Planning

Comprehensive Financial Planning Maximizing Financial Goals

Monitor changes in your life and family situation

Periodic review of your financial plan and coordinate with your

other advisors, such as CPA, Attorney


Experienced Staff Courteous and prompt service

Certified Financial Planner on Staff  Website tools & calculators

Client Social Events Community Outreach

These services offered through Chuck Thompson and his affiliation with Avantax Investment Services℠

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