Business & Professional Services


Retirement Plan Services to Medium and Large Businesses.  Partnering with plan providers,record keepers  and with third party administrators along with LPL Financial Retirement Partners we are able to offer:

  • Plan Establishment Consulting
  • Investment Policy Statement Development Assistance and/or Review
  • Investment Consulting
  • Investment Education Workshops
  • Plan Reviews
  • Business Continuity/Succession Planning
  • Insurance Analysis
  • Employee Benefits Analysis
  • Executive and/or Key Person Compensation Benefit Arrangement Reviews
  • Personal Financial Planning Services for Owners and Key Employees
  • Financial Planning Workshops for the Business Entity's Staff Employees

Through Strong Thompson & Associates Wealth Management’s experience and vast network of financial and legal professionals, we provide value-added guidance and solutions to these various complex financial issues. 


Small Business Retirement Services. From sole proprietors up to multiple employees retirement services should not be discounted due to size of the business.  We partner with other tax and legal professionals to develop a plan that is optimized for the small business needs.

  • Plan Establishment Consulting
  • Business Continuity/Succession Planning
  • Insurance Reviews
  • Key Employee benefits
  • Investment Management*
  •  Comprehensive Financial Planning
  • Retirement Planning and Distribution Planning Services
  • Employee Education

Through Strong Thompson & Associates Wealth Management’s experience and vast network of financial and legal professionals, we provide value-added guidance and solutions to these various complex financial issues. 


This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.


*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.