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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MAARTEN KERSTENS, CFP®
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
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Kristin K.
Meeting with my professional financial advisor made me feel like I had someone else looking out for my best interests. It is great peace of mind. Maarten was knowledgeable, caring and supportive of my goals. I am looking forward to working with him for a long time!
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Angela M.
Thoughtful, Personable Service, Trustworthy, Confident
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Theresa G.
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:
you're a few steps away
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.