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Discover your path towards financial peace.

SCHEDULE AN APPOINTMENT

Schedule an Appointment

Start planning your future today. Contact us to schedule an appointment now!

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Contact Us

Please feel free to contact us with any questions.

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Anfinson Thompson Financial Services

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Are you working with a different company for each of your financial needs? Are you struggling to bring together your entire financial focus? Enjoy the benefits of one connected, dedicated, caring team working for your future.

CONFIDENCE IN YOUR FUTURE

Whether you are a current or prospective client, rest assured that individuals and businesses who choose Anfinson Thompson Financial Services receive competent and timely advice.

WORK WITH A TEAM THAT CARES ABOUT YOU

By combining our experience and the team mentality of our staff, we assure you that every client receives the close analysis and attention they deserve.

KNOWLEDGEABLE, CERTIFIED PROFESSIONALS

Our dedication to high standards, hiring of seasoned and caring professionals, and work ethic is the reason our client base returns year after year.

WE ARE FOCUSED ON NUMBERS & OUTCOMES, BUT WE CARE MORE ABOUT YOUR DREAMS.

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We want to help clients maintain financial viability in the present, while taking a proactive approach to achieving future goals.

  • Financial Planning Strategies

  • Investment Services

  • Retirement Planning

  • Life Insurance Planning

  • Long-Term Care Planning

  • Employer Retirement Plans

Meet With An Advisor Today

IT'S EASY TO GET STARTED

1

SCHEDULE AN APPOINTMENT

We work hard to be available when it is most convenient for you. Call, email or click on schedule an appointment and we will be in touch.

2

STRATEGIC PLANNING JUST FOR YOU

Every one of our clients is different and deserves a plan that meets their needs and goals. We will take the time to make sure you are receiving personalized strategic planning just for you!

3

REACH YOUR GOALS WITH A UNIFIED DEDICATED TEAM

Your life is not one dimensional and neither should your financial plan! Anfinson Thompson Financial Services is proud to employ financial professionals who are experts in their field and who give our clients the best, most comprehensive evaluation of their complete financial pictures.

Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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