Rich Thompson, Financial Advisor, The Thompson Investment Group

08/28/2026

If you have time off before the New Year, start checking things off your estate planning to-do list. Then let’s connect.

08/26/2026

We work hard to provide for the people we care about most. Life insurance is more than a policy—it’s a promise that your loved ones will be protected, no matter what tomorrow brings. Let’s work together to ensure you have the coverage you need.

08/23/2026

Life is full of unexpected twists and turns. But with life insurance, you can rest easier knowing that your loved ones will be taken care of, no matter what the future holds. Contact me to find a life insurance policy that fits your needs and goals.

08/22/2026

With some future tax planning, you can start enhancing your after-tax returns and maximizing your long-term income. Talk to me to learn how.

08/19/2026

Transferring wealth can be a complex topic for loved ones. All the more reason to talk about it. These conversation starters for spouses, family, and parents can help you get started: https://bit.ly/3Ua0pEQ.

08/16/2026

Regardless of which direction the market is moving, investing in monthly intervals can result in a lower average purchase cost over time. Is dollar-cost averaging right for you? Learn more: https://bit.ly/4x31Wv7.

08/15/2026

When it comes to estate, succession, and retirement planning, understanding your business’s valuation is key. Talk to me to learn more.

08/12/2026

Looking to balance growth and income in your retirement? Contact us today to speak to one of our Financial Professionals about how a variable annuity could help strengthen your portfolio.

If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

08/10/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

07/14/2026

Life insurance can help you build and secure a bright future for your loved ones. Interested in exploring what coverage is right for you? Contact me or use this calculator to get started: https://bit.ly/4ppeNVs