Even when it comes to insurance

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A fee-only approach to insurance planning and policy analysis is a unique alternative for astute consumers who have lost confidence in commission-motivated life insurance salesmen's advice and would like access to reduced life insurance costs by avoiding the very high commission-motivated insurance selling. For more information on our unique, money saving approach to life insurance please visit the Fiduciary Insurance Consulting section of our website.

  • Objective
  • Commission Free
  • Money Saving

 

If you’d like to talk further with us about your unique situation, please contact us today. There is no charge for any initial discussions.

Asset Management

Our firm's goal is to earn solid absolute investment returns over long periods of time without exposing our clients' capital to undue risk. More

Investment Consulting

In addition to managing your assets directly, when appropriate we will also consult on and integrate into your investment plan any assets not managed directly by Thompson Creek. More

Financial Planning

We are personally committed to an objective, exacting and intense focus on your goals. More

Estate Planning

You have spent considerable effort and time the accumulating assets over a lifetime, and the more successful you have been the more your exposure to estate taxes has increased. More