Pat Thompson Safe Money Planners
Patricia has been in the business world for over twenty years and has dedicated
those years to helping businesses and individuals. She created Safe
Money Planners to specialize in working with retirees and those about
to retire who want to preserve their assets, increase their income and
more profitably organize their financial life.
Patricia is
passionate and dedicated to working exclusively with those people who
are beginning to convert existing assets into lifetime income while
minimizing taxes. Getting the remainder assets to those individuals the
client loves and cares for; such as children and grand children.
Long-term
relationships are built on trust, integrity and professionalism while
providing clients with outstanding service and sound financial advice.
RETIREMENT YEARS CAN BE YOUR BEST YEARS FINANCIALLY AND PERSONALLY!
Patricia’s
specialized background allows her to serve retirees in a special way.
She continues her education to stay abreast of new developments in the
financial industry so that her clients receive the most up-to-date,
comprehensive and strategic information. She has created Safe Money
Planner’s to help retirees protect their assets and have enough income
in retirement to realize their dreams.
THE RETIREMENT CHALLENGE
The
biggest challenge in retirement is making your money last as long as
you do. Many retirees that consult Patricia have found they can lower
their tax bill, possibly eliminate taxes on their social security
income, increase their income and protect their assets to remove the
fear of outliving their money.
Many retirees can better organize
their financial affairs when they know about the solutions available.
Patricia first analyzes the client’s current financial condition using
sophisticated software that will determine when they will run out of
money with their current financial plan. She educates retirees about
their alternatives and then assists them in implementing the proper
solutions. Patricia is a native East Tennessean with two children and
three grandchildren.
You can receive a free, objective financial
“second opinion” or you may want to simply discuss alternatives for
your peace of mind and sound financial future.
Patricia Thompson
President, Safe Money Planners
Member National Ethics Bureau
IRA
Training through Ed Slott, CPA, Training. Ed Slott was named “The Best”
source for IRA advice by The Wall Street Journal and called “America’s
IRA Expert” by Mutual Funds Magazine
President and Founder, Joshua Resource Center, a five year old Tennessee non-profit serving women
2008 Crystal Award Winner, American Association of UniversityWomen, Tennessee
2008 Femtor Award Winner, E-Women Network of Business Professionals, Dallas, TX
Author of book “Inspirational Stories of Ordinary Women”
Office Location:
Safe Money Planners
200 Prosperity Drive, Knoxville, TN 37923
Phone: (865) 824-2731
Email: pthompson@SafeMoneyPlanners.com
www.SafeMoneyPlanners.com
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