Retirement planning, built around what matters most to you.
The longer game: retirement, life insurance and long-term care, talked through on your timeline. The conversation starts wherever you are.
- A conversation about where you are today and where you want to be.
- Life insurance looked at as part of a longer-term plan.
- Long-term care questions raised before they become urgent.
2023 · 2024 · 2025
two states
of experience
Fort Collins, CO
Planning That Starts With Your Life, Not a Product
Thompson Insurance Agency partners with Leah and Adam, financial professionals who help households across Fort Collins, Loveland, Windsor and the rest of Colorado with retirement, life insurance and long-term care. Leah has over 30 years of experience in the financial industry. Adam graduated from the University of Colorado Boulder with a double major in Economics and Political Science, and has lived in Colorado for two decades. The conversation usually starts with one question: where do you want to be in 20 years? To get started, call (970) 482-5100.
Retirement planning is a separate conversation from your insurance: a different timeline, and often different questions. The two work well together, but you do not need one to start the other.
Three areas worth talking through.
Each one stands on its own. Some households want to talk through all three; some just one. The first conversation usually makes it clear which.
Retirement Planning
Where most conversations startA conversation about where you are today, what you want retirement to look like, and the questions worth working through along the way.
Life Insurance
Part of the bigger pictureLife insurance looked at as part of a longer-term plan for your family, rather than as a one-off purchase.
Long-Term Care
Often overlookedNursing care, in-home care and assisted living are worth talking through well before they are needed. We can walk through the questions and the options available to you.
Why it helps to talk to someone local.
Online calculators and generic advice do not know who you are, what you are working toward, or what is happening in your life this year. Here is what a conversation with someone local adds.
It starts with your life, not just your numbers.
The conversation starts with your family, your work, and what is coming up in the next few years, so it fits the life you actually have.
People you can put a name to.
You are talking with Leah or Adam, people you can call by name, not a call center.
Planning and insurance in one place.
When a planning question touches your insurance, or the other way around, you can talk it through in one place.
Questions we get a lot.
If your question isn't here, call us. We'd rather answer it on the phone than read about it in a help center.
Call (970) 482-5100Ready to plan what comes next?
Tell us a little about where you are: career stage, household, what is on your mind. We will start with a conversation, not a pitch.
2108 Milestone Dr · Fort Collins, CO 80525