Personal Financial Services

Wealth Advisory Services for individuals and families. We believe that there are no minimum asset levels for our clients only a commitment to want to positively grow and develop with a true financial picture and plan.  Our plans are not a one-time report but a lifetime of guidance to help reach the agreed upon goals. 

  • Comprehensive Financial Planning
  • Investment Management*
  • Diversification Strategies for High-Equity Concentrations
  • Stock Option Exercise Planning
  • Retirement Accumulation and Distribution Planning
  • Family Estate Planning and Trust Services*
  • Philanthropic Planning
  • Education Planning
  • Risk Management and Asset Preservation Strategies
  • Cash Flow and Budgeting Analysis
  • Educational funding plans

 

Windfall Inheritance Situations. Windfall or other sudden wealth situations through inheritance, divorce and other issues offers an unusual situation which can be overwhelming at times. 

  • Comprehensive Financial Planning
  • Investment Management*
  • Diversification Strategies for High-Equity Concentrations
  • Stock Option Exercise Planning
  • Retirement Accumulation and Distribution Planning
  • Family Estate Planning and Trust Services*
  • Cash Flow and Budgeting Planning

Through our experience and vast network of financial and legal professionals, we provide value-added guidance and assistance with complicated financial issues surrounding Estate & Tax Planning. Even though we match you with a third party trustee that suits your particular situation, we will continue to serve as your primary advisor to help that fiduciary matters are conducted in a manner sensitive to unique family needs and are consistent with your long-term goals and objectives. If you have an existing trustee relationship, we can also coordinate the management of your estate with the trustee of your choice.

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.

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