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Our Services

While developing a customized financial program, Gary Thompson, CPA and his team will walk you through a step-by-step process that will allow you to feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the appropriate products and services.

Thompson Financial Management offers the following financial services:

  • Investment Management
  • Tax return preparation
  • Compiled business financial statements
  • Tax management stategies
  • IRS Correspondence
  • Retirement Strategies
  • Estate conservation
  • Insurance and annuity products
  • Quickbooks consulting
  • Personal financial statements
  • Payroll processing
  • Business consulting
  • Individual budgeting & debt reduction


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Mutual Funds

Variable Annuity

Fixed Annuity

Advisory Services

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Income Tax Plans



Limited Liability Companies


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  920-674-5850