Broker Check


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.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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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

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