Jeff M. Thompson | Wealth Advisor

Colorado Financial Partners, LLC
440 Indiana Street
Golden, CO 80401
Office: 303-393-2303
Fax: 303-393-2365
Email: Jeff.Thompson@lpl.com

BUSINESS PHILOSOPHY

I help individuals and business owners protect their families while enabling them to build financial freedom. I differentiate myself by focusing on Awareness, Education and Customization to provide comprehensive solutions that will help my clients meet their goals. My personal objective is to build relationships and become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fee Based Financial Planning
  • Fee Based Asset Management
  • IRA Consolidation/Rollovers
  • REITs, Oil & Gas Partnerships
  • Education Funding Strategies
  • Fixed and Variable Annuities
  • Immediate Income Annuities
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Term Insurance
  • Universal Life
  • Variable Universal Life Insurance
  • Whole Life Insurance

PROFESSIONAL QUALIFICATIONS

  • Registered Representative of LPL Financial
  • Investment Advisor Representative of LPL Financial
  • Securities Registrations held with LPL Financial (Series 7, 63 & 66)
  • Life & Health Insurance Licenses in CO, CA, IN, OH, & WY
  • 12 years of industry experience

EDUCATION

  • Bachelor of Science, Business Administration
    (Finance & Operations Management)
    University of Colorado, Boulder

ORGANIZATIONS

  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Board Member and Treasurer of NAIFA North Metro Denver for 3 years
  • Member of Superior Chamber of Commerce

PERSONAL

  • Resident of Superior, CO with wife, Kristy, daughter, Taylor and son, Blake
  • 16-year resident of Colorado
  • Hobbies include: golf, skiing and tennis