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Comprehensive

Thompson, Baxter & Associates believe that any plan begins with a thorough understanding of your dreams, goals, concerns, and feelings. Only then can we analyze all relevant factors in designing a pathway to a successful outcome. Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow, retirement planning, risk management, investment & tax management, and estate planning. We also work and coordinate with your other professionals such as accountants and lawyers. Our financial advisors are committed to helping secure your financial future and provide guidance to meet your goals.