Individuals and Families

Empowering individuals and families with knowledge and support is at the very heart of what we do. We appreciate that our clients wear many hats and we are honored to be invited into the conversation to offer advice and strategies to help you achieve your goals. From tax planning and financial planning strategies to elder care, or insurance evaluations, our team works together to make sure you receive comprehensive solutions and an excellent experience.

Financial Planning Strategies

Creating and following long-term financial and tax planning strategies for your family or small business can be daunting, even during stable and prosperous times. In an economic environment that is in constant flux, staying on top of your complex financial life is even more challenging. It's also important. At Anfinson Thompson & Co. we're here to help.

Tax Services

A continuing education requirement ensures that the professionals at Anfinson Thompson & Co. stay up to date about constantly changing tax laws so we can provide prudent, year-round tax planning counsel, including:

  • Designing strategies you can follow throughout the year to reduce your taxes
  • Clarifying the impact of the latest tax laws, legislation and IRS rules on your tax liability
  • Identifying the long and short term tax consequences of your spending, other financial decisions, and advising you on the steps you can take to reduce your future tax liability

Elder Care/Family Office

As Baby Boomers age their children are more and more likely to find themselves not only caring for their own children, but their aging parents as well. This can be a stressful stage of life. It can be made even harder when there are multiple unknowns such as is long-term care a possibility or do your parents own life insurance.

Download the "What issues should I consider for my aging parents?" checklist. 

Retirement Plan Services

It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Guidance and support from the team at Anfinson Thompson & Co. will help you develop a plan that give you confidence during your pre-retirement years, including:

  • Analyzing expenses that will be, or are likely to be, incurred during your retirement and creating a plan to eliminate any shortfall between income and expenses
  • Identifying the primary sources of retirement income that you have or should have and calculate the savings required for your to retire at a specific age and achieve your desired lifestyle
  • Creating strategies for preserving and growing retirement account balances and distribution amounts.
  • Evaluating a diverse range of tax-efficient vehicles - IRAs, 401(k)s, and others - that are best suited to your age and retirement time frame


Long-Term Care

Long-term care insurance is designed to help cover services and support, such as bathing, dressing or eating for someone in need of care in settings ranging from their home to a facility like a nursing home, assisted living facility or adult day care center.

Long-term care insurance policies pay a daily benefit to policyholders. The cost of long-term care policies are based on your age when you buy the policy, the amount that the policy will pay per day, the number of years that the policy will pay and any optional benefits you may chose.

Schedule a time to visit with our insurance advisors to explore all of your options and find the best solution for you, your family or your businesses unique needs.

Life Insurance

Life Insurance is designed to provide financial protection for your heirs, family and/or business partners in a variety of ways. Several different types of insurance offer several different benefits. Term life insurance provides protection for a set period of time while whole and universal life insurance offer protection for a lifetime. Schedule a time to visit with our insurance advisors to explore all of your options and find the best solution for you, your family or your businesses unique needs.

Short and Long Term Disability

Short and Long Term Disability insurance is private insurance that replaces some of your income if an injury or illness prevent you from working. Disability Insurance can be an important protection, because unlike Worker's Compensation Insurance, Long & Short Term Disability Insurance is insurance for injuries or illnesses that does not have to be work-related.

Like the name states, Short-Term Disability pays a portion of your income between 9 weeks and 1 year, depending on your plan.

Long-Term Disability pays you a portion of your income after you run out of both sick leave and Short-Term Disability. Depending on your plan Long-Term Disability may pay out a portion of your income for 2 to 5 years, or until you reach a specific age.

Schedule a time to visit with our insurance advisors to explore all of your options and find the best solution for you, your family or your businesses unique needs.

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