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Seth Thompson (CAP, CFP®, ChFC®, EA, MSFP, RICP®)

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

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

When we say “financial plan”, we DO NOT mean an investment performance report showing your account’s past performance. We look at Financial Planning as a comprehensive and collaborative process that works to give you a clear picture of your financial goals and steps to achieve them.

Additional Information

We provide tax-optimized financial planning and investment management for families and small businesses.

NAPFA Start Date

November 02, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Thornton Pkwy Thornton, CO 80229 Phone: +1 (720) 734-9818
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