Brian Thompson (CFP®, JD)

Brian Thompson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Every client is unique, including you. Maybe you’re just starting to consider your financial goals, or you need first-rate tax planning. My services are highly customizable and offered at a range of price points to meet every budget.  Services include:

  • Foundational Financial Planning: Foundational financial planning focuses on the essential elements of any financial plan. This service helps you address the tension between what you want and need now with what you will want and need in the future.
  • Building Financial Strength: Building financial strength provides all of the elements of the foundational financial planning and gives support for those of you who desire ongoing accountability. The service will also address the other core areas of financial planning:  risk management, basic estate planning, retirement planning, debt management, investing, taxes and ongoing support for improving cash flow and net worth.
  • Comprehensive Care: The comprehensive care model provides a much more intense and hands on approach for those with complex financial lives and a need for more in-depth management and accountability. We will focus on managing transitions, implementing complex solutions and capturing opportunities as they come up 

See my website for additional information and overview of costs.

Additional Information

As both a tax attorney and CFP®, I provide comprehensive financial planning for couples in the LGBTQ community. I’ve been with my husband for over seventeen years, so I know firsthand how hard it is to navigate the financial implications of marriage.

Every couple comes to me with different goals and financial concerns. I’ve helped couples pay off $50,000 in credit card debt, start businesses, buy a home, and amend past tax returns to receive $20,000 in a tax refund. I focus on financial planning that makes lives better now. Then, couples build an even better financial future with firm goals along the way. My clients are all over the country, and I follow the legal trends that both help and hinder same sex couples in all 50 states.

Because of my service to the LGBTQ community, I was awarded the Inspiring Leader Award by the National Association of Personal Financial Advisors (NAPFA) in 2018. I was also recently named to InvestmentNews’ 2018 “40 under 40”. I'm a contributor to Forbes and NAPFA Advisor Magazine's Efficient Planner Column. You can learn more about me and my story in my profile in the New York Times and on my podcast interview that was featured on The Huffington Post.  I look forward to getting to know and helping you.

I graduated cum laude from DePauw University and obtained my Juris Doctor from Boston University School of Law. I earned my Certificate in Financial Planning from Boston University Center for Professional Planning and received my CERTIFIED FINANCIAL PLANNER™ designation in 2012.

 

 

NAPFA Start Date

May 25, 2016

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This Office

310 N Desplaines St Unit D Chicago, IL 60661-2000 Phone: (312) 624-8320