"HOW CAN WE HELP?"
That's What We Do
We want to help you grow and protect your money.
We want to help you make your money available for all your life goals, both now and in the future.
We want to help you ensure your money is tax efficient.
We want to help you pass your wealth on favorably to those you care about.
SERVICES
Let's Talk About...
EDUCATIONAL SOLUTIONS
Paying for college can be difficult, but careful planning can help you protect your retirement savings. Our college funding professionals can help you prepare for the cost of college and recapture your costs tax-efficiently.
Visit College Solutions LLC to learn more.
RETIREMENT SOLUTIONS
Do you have a retirement plan? We can help by providing solutions so you have everything you need when you retire. Our services can help you discover a new, reliable approach to your financial future and goals. Let’s meet your unique financial challenges with unique financial strategies!
Infinite Banking Concepts®
Infinite Banking Concepts (IBC) is a financial strategy that revolves around the use of whole life insurance policies as a means to create a personalized banking system for individuals.
ESTATE PLANNING
When it comes to organizing your estate, having a checklist and important documents in hand is a key part of the process. Make sure your legacy is in good order with our support and help.
QUALIFIED ROLLOVERS
Deciding what to do with your 401(k), 403(b) or IRA, can be a difficult decision. Let our professions help you understand all of your options when it comes to rollovers.
BUSINESS FINANCING &
BUSINESS SUCCESSION
Do you have a strategy for making large capital purchases for your business? Whether you are an entrepreneur, real estate investor, or in e-Commerce, Thompson and Thurman can help you find solutions to help your business grow.
CHARITABLE PLANNING
Let's work together to ensure a smooth experience for all parties involved when you give gifts to an organization or group. This will generously impact the causes you care about the most.
REAL ESTATE STRATEGIES
Is real estate a key part of your financial plan? We want to include discussions about buying, selling, and managing real estate in our conversations with your make sure you financial plan in on the right path.
LIFE, DISABILITY AND LONG-TERM CARE INSURANCE
Insurance protects you and your family from financial hardship. We work with individuals, families, and businesses to assess and determine insurance needs. We want you to be prepared for undue hardship so that your financial goals stay on track.
ABOUT
Our Team Is Here To Serve You
Grant Thompson, CLU®
Chartered Life Underwriter®
Authorized Infinite Banking Concept Practitioner®
Bank On Yourself® Professional
Brittany Thompson
Client Service Specialist
College Funding Specialist
Bank On Yourself® Professional
Angie Grimm
College Funding Specialist
Bank On Yourself® Professional
Chris Thurman
Bank On Yourself® Professional
Blane Thompson
Bank On Yourself® Professional
Spencer Thurman
Bank On Yourself® Professional
Our work is client-centered. We listen to learn about your life, what is important to you, and how you see money. With this understanding, we can create a personalized financial strategy for your tomorrows.
​
The process of making money (and making it grow) has always fascinated us, and that’s why we’ve spent our combined 50 years of experience helping clients plan for their financial futures. It’s very fulfilling for us when our knowledge and experience can help someone else reach and exceed their goals.
​
We take a comprehensive view of each client’s financial situation and are passionate about guiding them toward success. We are also connected to the Bank On Yourself® program.
​
We want to use our knowledge and experience to help you get a strong financial foothold so that you feel truly confident and peaceful about your financial future. With reliable advice and a stable plan, you can begin working on your ideal future and your lasting legacy.
