We provide clear, easily understood explanations of financial products and services. The no-obligation personalized financial assessment that we can provide is a roadmap to working towards a more secure financial future.
We can assist you with:
- Retirement planning strategies
- Consolidating retirement plans from previous employers
- Setting up Traditional and ROTH Individual Retirement Accounts
- Fixed Annuities: Guaranteeing lifetime income*
- Variable Annuities
- Opening College 529 saving plans
- Non-qualified investments
- Social Security Benefits Exploration*
*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
* Please note that Thompson-Hamel, LLC does not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration. Not affiliated with or endorsed by the U.S. Government.