Business Continuity Planning

      • Buy/Sell Planning and Funding
      • Key Person Life Insurance Plans
      • Business Overhead Expense Protection

Executive Benefit Plans

      • Deferred compensation Plans
      • Salary Continuation Plans
      • Supplemental Executive Retirement Plans

Retirement Plans

      • Pension Plans
      • Profit Sharing Plan
      • 401(k) Plans
      • 403(b) Plans
      • 457 Plans
      • Keogh (HR10) Plans
      • Simple IRA and 401(k) Plans
      • Simplified Employee Pension (SEP) Plans

Other Services

      • Insurance Anaylsis and Planning
      • Pension maximization strategies
      • Qualified Plan Rollovers


 * Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Thompson Financial or directly from the mutual fund, insurance company, or offering entity.

Phone: 515-432-5421  |   Fax: 515-432-5669