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Kent W. Thompson, CFP®, MSFS

Financial Directions Group, Inc.

5001 Weston Pkwy
Ste 200
Cary, NC 27513
Phone: (919) 678-8435
Fax: (919) 678-0065

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Household Income Minimum: $100,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues

 

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.