Finance, Asset Management, And Capital Market Specialists

Crafting Financial Plans, Securing Insurance Policies

Let’s Secure Your Financial Future

With Thompson Financial LLC in Kenmore, Washington, gain confidence in your financial future. We help you conceptualize, analyze, and achieve your investment, retirement, and risk management goals.

Not your typical financial advisory firm, we’ve built our reputation on fostering long-term relationships with clients, grounded in trust and integrity.

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Independent Planning and Investment Advice

Our independence as an unbiased financial advisor allows us to provide truly tailored financial and investment advice. We’re not restricted by affiliation to any broker-dealer or parent company.

This is how we recommend solutions that produce results way beyond what a single bank or financial institution can offer.

Plans Tailored to Your Business and Life

Thompson Financial LLC was conceived with this vision and officially established in 2014. We offer tailored financial plans suited to your business and your life.

After understanding your background, goals, and objectives, we develop a plan specifically designed to meet your unique needs. Our independence allows for flexibility to adjust the plan as your situation changes or better solutions arise.

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Group Discussion

Comprehensive Planning

We're proud to offer comprehensive financial planning. Our distinct approach prioritizes care and comprehensive planning for our clients.

We implement stress-tested strategies supported by the right mix of diversification and risk mitigation. Our focus spans nine key areas for individuals and households and twelve key areas for businesses.

Trust the Process

Our process begins with a client discovery meeting to comprehend your unique goals and objectives. We then strategize to assist you in reaching success, with regular quarterly reviews to ensure you stay on track.

Plan Finances Strategically

Our passion lies in helping our clients achieve their goals through strategic financial planning, including retirement planning, college funding planning, estate planning, large purchase planning, and tax shelters.