You've worked to enjoy your retirement, and you deserve security and independence. We can work with you to help protect it, no matter what the future brings.
At Dave Thompson retirement firm, it’s our mission to help retirees and pre-retirees prepare for their futures by crafting tools and strategies that work for them every day of every year. We are dedicated to helping our clients create and enhance strategies that increase monthly income while using conservative strategies to generate principal growth without always having to be at risk.
We proudly serve our clients by offering the following services: retirement income strategies, annuities, life insurance, asset protection, tax minimization strategies and long-term care.
Plus, through our relationships with CPAs and attorneys, we are able to help our clients address their legal and accounting needs. Our total estate planning extends beyond lifetimes to leave lasting legacies for generations.
Dave Thompson, founder, takes the time to understand his clients’ unique life situations before connecting them with products and strategies to specifically meet their financial needs and life goals. Dave is dedicated to serving his clients to the best of his ability, and has successfully helped over 500 people and their families live fulfilling lives over the last 15 years.
Dave’s purpose and passion is to coach and empower his clients, helping them understand that they can experience the retirement they deserve. Dave pulls on his extensive experience and industry knowledge to custom tailor strategies that fit hits clients’ needs.
The host of “It’s Your Money” on KFEQ 680AM every Saturday from 6:30 – 7:30 a.m. and Sunday from 7:30 – 8:30 a.m., Dave encourages others to become informed and learn how to protect their financial future.
He was raised in a very strong faith-based family and lives his life accordingly, with the most inspirational people in Dave’s life being his mother and father. He is inspired by their love and unwavering commitment to honesty, integrity and hard work every day. His mother’s words to “live each day guided by your highest sense of right” never leave him. Dave loves working with his clients because they are constantly teaching and sharing their experience and wisdom with him, and he continues to grow and learn, just as he did with his parents.
Outside of the office, nothing is more important to Dave than sharing life with his beautiful wife, their families, two beautiful daughters and wonderful son.
To schedule a time to discuss your financial future and the possible way that Dave or Heather can contribute in your future peace of mind and financial future, contact us at firstname.lastname@example.org or call us at 816.259.5096 today!
Heather Herring is the senior producer at It’s Your Money. Even with a background in accounting, Heather knew she could not simply work with just numbers and wanted to be a part of helping the people behind those numbers. Coming to work with It’s Your Money and Dave in 2013 as a part-time member of the team, she quickly fell in love with her work. In January 2014, she joined Dave full-time. Heather treats every person who walks through the door with the same compassion and respect that she shows her own parents, whom she loves so very much.
Giving someone the peace of mind of knowing their retirement is secure is Heather’s passion and calling. All of the traits that are required of her every day come naturally to her: a Christian foundation, compassion, honesty and integrity.
Originally from the Chicago area, Heather has lived in the Kansas City area for more than half of her life. She has a busy, growing family who keeps her on her toes.
To schedule a time to discuss your financial future and the possible role of insurance or income in your retirement strategy, contact us at email@example.com, or firstname.lastname@example.org or call us at 816.259.5096 today!
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