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Our Qualifications

Thompson Financial Management has been working with individuals and businesses in the Southern Wisconsin area for over 20 years.

Our staff has extensive personal and professional experience to handle many unique and individualized situations.

Gary Thompson holds a Certified Public Accountant designation, and is licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all of our clients. Thompson Financial Management believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with our firm is our ability to provide clear, easily understood explanations of income taxes, financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your financial goals.

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

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