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Charles L. Thompson, Jr., CFP®

Thompson, Diaz, Baxter & Assoc

2635 Pass Rd
Biloxi, MS 39531-2729
Phone: (228) 385-1055
Fax: (228) 388-7574

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.