Helping you make the right move financially
ABOUT
Consulting with Purpose
Finances can be very challenging. We go to school for 12-16 years and no one ever teaches us how money works. Growth, taxes, compound interest, investment differences....this knowledge would have been most helpful!Â
I’m here to lighten the load off your shoulders. I’m an honest and positive professional whose first priority is always the interests of my clients; providing quality education, capability, company backing, and the resources of skilled professionals from multiple companies. Since 2018, I’ve been serving loyal clients around the United States and work with companies who have been in business for 100+ years - get in touch to start enjoying my services today.
PAM THOMPSON
Professional Financial Consultant
BUSINESS PLANNING & ZERO LOSS STRATEGIES
Long Term Plans
Where do you want to see your business in 5 years, 10 years, 20 years...?  What strategies have you put into place to allow you to build retirement income from your business in tax-advantaged methods? Are your methods risk free?
INSURANCE CONSULTING
A Comprehensive Approach
Do you have the proper Living Benefits protections in place for your business, home and family's well being in case of a major medical emergency? Have you planned for the worst to relieve your day-to-day stress? Are your Buy-Sell Agreement and Key Man Insurances structured appropriately and funded properly? Do you have a Plan for Succession?
Let us help you ensure your business and individual protections are properly placed to give you peace of mind. We will analyze your protections at no charge.
ASSET AND WEALTH MANAGEMENT
Expert Guidance
My clients are my number one priority, and my services prove just how committed I am to their success. Book a complimentary introductory meeting today to learn more about how I can make your business thrive.
CLIENT TESTIMONIALS
What’s Being Said
Pam has helped me with several things, including rolling over 401k Accounts. Setting up an IRA and creating/revising my retirement plan after changing jobs.
Stephen Jewell
Great job helping me look at my financial status step by step and plan for my future needs
Gigi Ip
I was absolutely floored by the information that was disseminated during the Money 101 class! After attending the class I knew Pam was the one that I wanted to help me with my financial plans for the future! Wonderful amazing outstanding service thank you!
Dwight Thompson
CONTACT ME
If you would like to attend a live event or connect to an Online event please fill out this form.
4792161761