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The Lifetime

Wealth Process™

your-cfo

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.

Financial Planning

Get personalized advice based on your goals.

Our job is to help you achieve your financial goals. We start by getting to know you then take your current assets, planned savings, inflation, additional income, and current & future expenditures into account.

Whether it’s providing the best opportunities for your family, establishing a solid financial foundation for the future, or retiring comfortably and confidently, we provide the blueprint to succeed.

Our 5 step process includes:
  • Establishing Goals
  • Implementing the Plan
  • Gathering Data
  • Ongoing Monitoring
  • Evaluating Finances
Ready for personalized advice based on your goals?
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Investment Management

Get personalized advice based on your strategies.

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.

Ready for personalized advice based on your strategies?

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.

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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.

Ready for personalized advice based on your ideal future?
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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.

Senior couple meeting financial adviser for investment

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: $300,000

Management Fee:

• 1.50% = First $500,000

• 0.75% = Next $500,000

• 0.50% = Over $1,000,000

We’re proud to offer a 0.25% discount to law enforcement, military, and firefighters.

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Have Questions? Let’s Talk.

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.

getting-started

Ready To Get Started?

You’ve worked hard for your money. Make sure it’s working hard for you.