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.
Stay Informed: Join Our Financial Economic Update Seminars
Twice a year, we host engaging financial economic update seminars designed to help you stay informed about market trends and opportunities. These events are an excellent way to deepen your financial knowledge and make confident decisions about your investments.
In 2024, we were honored to hold our seminars at St. Mark Lutheran Church and Fishers of Men Lutheran Church. Our guest speaker, financial expert Chuck Etzweiler, captivated attendees with his insights on market conditions and answered questions to help participants navigate their financial futures with clarity.
Whether you're looking to stay ahead of market changes or explore new investment strategies, these seminars provide valuable tools and resources to support your goals.
To learn more, call our office at 713/996-7809. We look forward to helping you on your financial journey.
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