client stories testimonials
Discover how our clients have partnered with Thompson Wealth Management to achieve financial independence and confidently build a future they love
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AUSTIN SEIFERT, CFP® CPWA® RMA®
dedicated to give you the best experience
Our goal is to ensure you have an exceptional experience as we help you plan for the retirement you deserve. Hear client testimonials about Neal and how he can help you plan for the retirement you deserve.
hear from our trusted clients
We have been clients for a few years and what stands out for us is the exceptional customer experience. The entire team, especially Austin Seifert, is dedicated to working in close partnership with us, such as discussing pros/cons of investment options, answering our questions and addressing our concerns, to make the best decisions about a sound financial strategy and associated investments.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Bernd H.
Communication for me is huge, and this is an area that is extremely good with the company. The explanations and plans set for me are well explained, and as they show them on a graph, and you can see exactly how it’s all working, is huge, and I can understand every detail. I would recommend it as I was recommended by someone who is with the company. If you need something, they are there. Questions answered. The very personable team throughout. Austin Seifert has been extremely helpful, professional, and takes time to listen to me.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Susan W.
My husband and I are truly grateful to have chosen Thompson Wealth Management as our financial advisor. After interviewing several financial advisors, we felt most comfortable with TWM. We’ve always believed in following our instincts, and from the beginning, we knew we could trust them. Their compassion and genuine commitment to helping us achieve our financial goals really stood out.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Luisa Q.
Professionalism, industry knowledge, and a willingness to go the extra mile
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Jeff B.
prioritizing what matters most
We're here to help you achieve your goals. Here's what you can expect when you start working with us:
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take control of your future
Schedule a 1-on-1 Consultation
Fill out our inquiry form to schedule a $350 discovery meeting with our team (Complimentary consultations available for those within 36 months of their retirement date). We will share a list of required documents prior to meeting to ensure you get the most out of your consultation.
Discuss Your Retirement Goals
In this initial consultation we will conduct an in-depth discussion of your financial history, current situation, and future goals. Key topics covered during your discovery meeting include retirement, cash flow analysis, investments, taxes, insurance, estate planning, financial milestones, life events, and more.
Get a Personalized Retirement Plan
Join us for a second meeting where our team will present a detailed plan tailored to your goals, with actionable steps on how to prepare for retirement.