William Thompson (CFP®)

William Thompson focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
NAPFA Start Date
September 14, 2022