VETTED

Skip Thompson

Q: Why should I choose you as my financial advisor?

We have 75 years of combined experience among our 4 partners. Relationships matter the most. People work with someone they feel comfortable with and believe they can trust. Life experience has given us great insight into what may be happening in our clients' lives. If you want a firm that will go through your tax returns and make recommendations on tax strategies specific to you and your situation, you should work with us.

Q: How do you charge for your services?

Fixed and variable charges based on what you're utilizing and the amount you're investing.

Q: What services do you provide? What are your specialties?

Comprehensive financial planning, investment management, tax strategies, estate planning, life, disability and long term care insurance, and annuities.

Tel: 703-623-1364 1919 Gallows Road Suite 100 Vienna, VA 22182

About Skip Thompson

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Skip Thompson.

About Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

See Disclosures

General Information

Work with the following types of clients:

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided:

Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

Investment Types:

Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds

Preferred meeting methods

Can meet clients in the following ways:

Phone, Video Conference, Our Offices, Your Home, Your Office

Compensation and Fees

Compensation Methods:

Flat Fee, Commissions

Portfolio Management

We measure your risk tolerance and life stage to calculate your correct asset allocation and rebalance your portfolio on a quarterly basis. This applies to all investments including managed money and brokerage accounts.

Retirement Planning

The foundation of retirement planning is good financial planning. We provide our clients with tailored financial plans based on individual goals and stress tested with 1000 market trials or scenarios.

401K Rollovers

Work with clients who want to own their retirement assets vs. being a participant in a 401k, TSP, 403-B, 457 retirement plans

Education Funding and Planning

We evaluate all options available for funding a college education

Risk Management

Risk often mitigated with insurance. We ensure out clients have adequate risk mitigation with a thorough analysis of insurance needs.

Money Management

Provide a thorough analysis of cash flow and make recommendations for effective money and cash management.

Why should I choose you as my financial advisor?

How do you charge for your services?

What services do you provide? What are your specialties?

What is your experience? How many clients do you currently manage?

What financial institution(s) do you represent?

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

CRD# 6519243 Firm CRD# 8733Series: 6, 7, 24, 63, 66

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

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