Trusted Arizona Financial Advisor: (480) 305-2038
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The Lifetime Wealth Process™
Welcome to your personal Chief Financial Officer
With The Lifetime Wealth Process™, you’ll have complete access to our financial planning and investment management services. We’re here to guide you through any and every matter of your personal finances.
You’ll get to sit down with a fiduciary advisor and structure your portfolio to ensure it’s hitting your short term and long term financial goals.
If this sounds like a team you want to work with, schedule a call with us today.
Investment Management
Get personalized advice based on your goals.
Our job is to help grow and preserve your money. We start by getting to know you, your goals, and reasons for investing then make recommendations catered specifically to you including: risk level, amount to invest, and type of account.
Here’s what we do for you:
- Measure risk tolerance
- Recommend investments
- Define investment opportunities, personal and tax-qualified
- Review performance
- Recommend appropriate asset location
- Modify strategy as needed
- Prepare personalized investment policy statement
Our money management strategies may be sophisticated, but our philosophy is simple: give you the highest probability of success in achieving your goals.
Retirement
Get personalized advice based on your ideal future.
Our job is to make sure you’re on track to hit your financial goals and achieve the kind of retirement you’ve worked hard for. Retirement planning can feel overwhelming, especially without any guidance, but that’s where we come in.
It’s never too early to start retirement planning – let us guide you through the process.
Questions we address:
- Do you need to use your 401(k) for income?
- What is your monthly income when you retire?
- Are you doing everything you can now to maximize retirement?
- When should you begin taking Social Security benefits?
- Should you transfer your 401(k) to an IRA?
You’ve worked hard for your retirement, make sure it’s working hard for you.
If you’re retired or close to it and ready for personalized advice based on your ideal future, schedule a call with us.
The Lifetime Wealth Process™
The Ideal Future Conversation
When it comes to your money, your financial goals convey how you see your ideal future, and that’s where we come in. During our initial meeting, we’ll cover the state of your finances, answer any questions you may have, and most importantly, discuss your financial goals. Ultimately, this meeting is your chance to get to know us and understand how we can best serve you.
The Moving Forward Blueprint
Since our last meeting, we’ve been hard at work designing your personalized financial blueprint. We strategically build your plan to fulfill the financial goals you previously shared with us. During our follow-up consultation, we’ll review it with you, answer any questions you may have and move forward toward your ideal future.
The On-Track Scorecard
Now that you’re our client, you’re a part of the family! As such, it is now our full time job to make sure you’re on-track for hitting your financial goals. In order to accomplish this, we offer you biannual meetings with us to review your account. We’ll cover anything you’d like to go over always keeping your financial goals and ideal future in mind.
Let’s Talk Money
As an investment fiduciary, we are compensated in the form of a small percentage on the assets we manage for you. We make changes to your investments to put you in a better position to achieve your goals.
When your account values go up, our revenue increases. When your account values go down, our revenue decreases.
Our interests completely align with yours.
Fee Structure
Our job is to deliver the highest level of personalized service to each individual client, which is why we limit the number of clients we work with.
Account Minimum: $500,000
Management Fee:
• 1.50% = First $499,999
• 1.25% = $500,000 – $999,999
• 1.00% = $1,000,000 – $2,999,999
• 0.75% = $3,000,000 – $4,999,999
• 0.50% = $5,000,000+
If you’ve saved at least $500,000 towards your retirement, we’d love to connect with you.
Still Need Some Convincing?
We totally get it, and we made it easy for you. Here are 4 reasons why you should use The Lifetime Wealth Process™.
1. Fiduciary Advisor
As a fiduciary, we are legally bound to put your interests first and disclose our fee structure, compensation guidelines, and any other (potential) conflicts that could influence your decision to work with us.
2. Experience and Tools
Not only will we help you clarify your “Ideal Future”, we have the experience and proven tools to successfully help you achieve the retirement you’ve worked hard for.
3. Ranked Independent Investment Advisor
Ranking Arizona has ranked Thompson Wealth in Arizona’s Top 10 Independent Investment Advisors for the past 6 consecutive years.
4. Money Back Satisfaction Guarantee
If for any reason you’re not completely satisfied with our services, we’ll refund the advisory fees. No questions asked. It’s that simple. View here.
Ready To Get Started?
If you’ve saved at least $500,000 towards your retirement and are retired or close to retiring (within 5 years), we’d love to help you maximize your benefits.
You’ve worked hard for your money. Make sure it’s working hard for you.
Schedule a ConsultationTalk with Our Team
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Call to our office at any time
Our support team
16430 N Scottsdale Rd
Suite 150, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
