Kent Thompson
Financial Advising
Why pick this one
Kent Thompson brings over 35 years of experience and offers personalized retirement planning services tailored to individual client needs.
Best for
- personalized retirement planning
- navigating Social Security and Medicare
- those seeking clarity in financial decision-making
Look elsewhere if
- looking for budget-oriented financial advice
- needing quick, transactional service without ongoing support
Specialties
- comprehensive retirement planning
- Social Security timing strategies
- Medicare planning and enrollment guidance
- long-term care preparation
- sustainable retirement income strategies
Certifications
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Master of Science Degree in Personal Financial Planning
What makes them different
- over 35 years of experience
- personalized 4-step financial planning process
- focus on retirement assets
- committed to community involvement through various organizations
- team approach to financial services
- Years in business
- more than 35 years
Distilled from this business's own website.
Contact & Location
- Address
- 8816 Six Forks Rd, Raleigh, NC 27615-2983
- Phone
- +19197193824
- Website
- https://www.kentthompson.net/
- kthompson@capfs.com
Services
- financial advising
- wealth accumulation
- portfolio building
- wealth distribution
- wealth protection
- business planning strategies