Website: www.kentthompson.net
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 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, and how it can help you in the future.
Professional Services
· Investments
· Social Security Planning
· Retirement Income Strategies
· Products and Services for Retirement Planning
· Managed Accounts
· Life Insurance
· Long Term Care Insurance
· Personal and Business Insurance
Professional Qualifications
· CERTIFIED FINANCIAL PLANNER™ Practitioner
· Master of Science Degree in Personal Financial Planning, College of Financial Planning
· FINRA Series 63 Securities License
· FINRA Series 65 Securities License
· FINRA Series 7 Securities License
· Life/Health Insurance Licensed
Personal
· Board of the Triangle Chapter of the Financial Planning Association (FPA), Past Chairman
· Rotary Club of Raleigh, Past President
· Rotary Club of Cary, Secretary
· Wake Tech Foundation Board, Member
· Adult Care Home Community Advisory Committee, Guardian ad Litem
· He and his wife, Sandra, spend the majority of their time with their children, Rich and Meredith, and two granddaughters, Carlee and Ava
Website: http://www.kentthompson.net/