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 pursue 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 Rollover Services
- 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 AZ, CA, CO, FL, TX & WY
- 18 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
- 22-year resident of Colorado
- Hobbies include: golf, skiing and tennis
440 Indiana Street
Golden, CO 80401
Office: 303.393.2303
Fax: 303.393.2365
Email: jeff.thompson@lpl.com