Quincy Thompson-Financial Services Professional

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Financial planning includes the entire family. Let’s talk about how we can help.
08/30/2024

Financial planning includes the entire family. Let’s talk about how we can help.

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime.  Let’s talk about naviga...
08/29/2024

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.

Don’t panic! If you’re feeling anxious about how the upcoming election could affect your long-term goals, let’s talk thr...
08/28/2024

Don’t panic! If you’re feeling anxious about how the upcoming election could affect your long-term goals, let’s talk through your retirement plan to ensure that it can go the distance.

Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.

Personal financial planning impacts your business. What’s your plan and how can we help?
08/27/2024

Personal financial planning impacts your business. What’s your plan and how can we help?

Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified por...
08/26/2024

Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.

Let’s set a strategy to help ensure the financial security they need and deserve.
08/26/2024

Let’s set a strategy to help ensure the financial security they need and deserve.

A special needs trust can help families provide lifelong financial security for a loved one living with a disability.

08/25/2024

With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

Having a conversation about life insurance can be difficult, but with the right information and support, it can be a lot...
08/24/2024

Having a conversation about life insurance can be difficult, but with the right information and support, it can be a lot easier. Let’s talk today. Call me at or email me .

You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’...
08/23/2024

You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.

08/22/2024

Does market volatility make you nervous? Let’s talk about your risk tolerance and see what makes sense for your financial goals.

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consid...
08/22/2024

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

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6525 W Campus Oval, Suite 200
New Albany, OH
43054

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