Let us help you achieve financial success
"Know what you own and know why you own it."
Peter Lynch
Entrepreneurs & Executives
Entrepreneurs & Executives
Entrepreneurs & Executives
Portfolio and risk management
Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Peak Career Professionals
Entrepreneurs & Executives
Entrepreneurs & Executives
Wealth-building education and strategies .
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Pre-Retirees & Retirees
Strategies for every phase of retirement
Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
High-Net Worth
Serving the unique needs of HNW individuals
Real Wealth
You have achieved tremendous financial success. Congratulations!
Do you have an advisor who has the business and personal experience to understand your unique situation and help you make sure you are getting the right planning and fiduciary advice?
“Considering an Advisor?"
- Wealth and Retirement management for people who want total transparency on cost, portfolio strategies and retirement planning.
- No Commissions on stocks, bonds, ETF’s or mutual funds
- Client Accounts are held at Commonwealth Financial Network® and clients have their own logins and passwords at Investor360 where they can see their accounts and investments.
- Flow Wealth Management offers retirement and social security planning with the “Income Laboratory™” software system. We do not plan for retirement based on probabilities, we plan based on actual cash flows and exact dollar amounts needed on a monthly basis. All retirement income plans are presented in before tax and after-tax dollar amounts for client clarity.
Three Main Questions people want to know in retirement planning:
1. What Amount can I safely spend?
2. What Would cause a change in my retirement income?
3. How Big a change would it be in my retirement income?
Three Main Questions people want to know about stock investing:
1. What is the process for buying a stock?
2. What criteria do you use to justify including stocks in your portfolio?
3. Is the upside potential at least 2-3x the potential downside risk?
Quantum Cash Flows is a proprietary stock portfolio investment process Tripp created for institutional and individual clients. It is based on facts and transparency where clients can follow and understand clearly the process.
Finding Your Fit
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Investment Advisor
E. S. Tripp Thompson III
E.S. “Tripp” Thompson III brings over twenty-eight years of experience, including seventeen years in institutional investment. He has worked with leading mutual fund and insurance companies globally, retiring from Lincoln Financial in 2015 where he served on the Investment Policy Committee and as Senior Divisional Manager of their largest annuity division. Throughout his career, Tripp traveled nationwide, educating financial advisors and their home office teams on financial concepts and investment products.
Tripp holds the Certified Fund Specialist (CFS®) and Certified Plan Fiduciary Advisor (CPFA®) designations. He enjoys helping clients understand the hidden costs of various investment products, demonstrating how to save significantly on fees over their investing and retirement years.
During his institutional career, Tripp played a pivotal role in designing and teaching retirement income and distribution planning to financial advisors. With a deep understanding of the evolving annuity landscape, he assists clients in moving away from overpriced, tax-punitive annuity products often sold by commission-based advisors, advocating instead for true fiduciary asset management practices.
