Lance Thompson
FIC
I have been successfully helping families with retirement planning, financial advising, and selecting appropriate life insurance since 2011.
State(s) Licensed: AZ, CA Insurance Lic. #4371442, CO, IL, LA, MI, MS, NC, OH, OK, PA, TX, VA, WA, WI, WY
5600 Nw Central Dr Ste 285
Houston, TX 77092
I have been successfully helping families with retirement planning, financial advising, and selecting appropriate life insurance since 2011.
State(s) Licensed: AZ, CA Insurance Lic. #4371442, CO, IL, LA, MI, MS, NC, OH, OK, PA, TX, VA, WA, WI, WY
What is your Financial Story?
Everyone has a financial story to tell. It includes their past, present and future goals. We want to help our clients meet their goals, and we do that by listening to their story.
While each client’s story may have taken a different path the end result is the same—become financially secure. We take a holistic approach to understanding our clients’ needs and concerns. We want to remove the guesswork and help our clients take control of what may keep them up at night. By working with us this will allow our clients to spend more time with family, experience new things and feel secure about their finances.
Money is a tool, not a goal. Let’s use that tool along with our resources to meet the financial goals. Our financial experts can assist with:
- Retirement Planning
- Budgeting, Saving & Debt Elimination
- Investing & Wealth Building
- Life Insurance & Protection
- Disability & Extended Care Insurance
- Tax Planning & Efficiency
- Trust Services & Estate Planning
- College Funding Strategies
We look forward to working with you and your family. Our office is conveniently located just off 290 minutes from 610 and Beltway 8.
September is Life Insurance Awareness Month
Life changes quickly, and your life insurance coverage should keep up. Whether you are raising a family, buying a home, or preparing for retirement, a regular review can help ensure your plan still meets your needs.
Complimentary Life Insurance Checkup
Because September is Life Insurance Awareness Month, we are offering a Complimentary Life Insurance Checkup—a simple way to confirm your coverage is still the right fit.
Why a Checkup Matters
- Young families: Growing households bring new responsibilities. A customized life insurance policy helps protect your loved ones and financial goals.
- New milestones: A home purchase, career change, or expanding family can leave gaps in coverage.
- Employer coverage limits: Workplace life insurance policies may not provide enough protections—and they can end or become costly as you get older.
- Financial clarity: Locking in your own policy ensures your family is protected, no matter what happens.
We encourage you to protect what matters most. If you are interested in reviewing your life insurance, please call us at 713-996-7809. It’s one of the easiest ways to protect your family’s future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Houston Office
- Phone:
- 713-996-7809