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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.


Kent Thompson, CFP®, MSFS

Financial Advisor

Turning Good Intentions Into Action!

I find that my clients choose to work with me because of my knowledge, integrity, and commitment to helping people make good financial decisions.

What this means to you is that in a world where we're overwhelmed by information, I am here to help you make sense of it all.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
Learn More

You Are Our Most Valuable Investment

The real benefit to you is that I can help take you from a position of uncertainty to a feeling of clarity and confidence in knowing:

What you are doing

Why you are doing it

How it can help you in the future

Have a Question?

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