who we are

As independent financial professionals, we truly care about the financial wellbeing of our clients.

We know you work hard for your money and we believe you should never have to worry about outliving your life savings. Your income should last as long as you do, so we make it our mission to work with our clients to evaluate their current ideas for retirement and see if what they envision will really work out when the time comes.

what we do

We help you identify your retirement goals and then match them up with financial strategies that may make it all possible. Once your goals have been established, we will customize a suitable strategy to suit your vision and objectives. While developing your strategy, we walk you through a step-by-step process that will help make you feel confident in your retirement decisions.

our staff


our founder


Philip Thompson
With more than 30 years experience in the financial industry, Philip Thompson still makes a living doing exactly what he wants to do.

"I don't have a job, I have family," Phil said. "I don't do what I do for the money. When a child who isn't related to you calls you 'Uncle Phil' you realize the people you work for aren't just clients, they're family."

Phil studied at the United States International University before an injury left him paralyzed from the waist down for 12 months. This experience inspired him to join the insurance industry so that he could help people face the unexpected financial challenges that can happen in life.

This began as a career in helping clients make informed decisions about their finances. With his help, Phil's clients are able to gain clarity on their financial priorities and make better choices when planning for their financial future.

Whether through retirement income planning strategies or life & long-term care insurance, Phil is dedicated to providing his clients with the highest level of attention, insight and capability. Having a passion for what he does becomes clear to his clients and the on-going relationships they share continue to motivate Phil to deliver exceptional service.

Phil married his middle school sweetheart and together they raised four children in Poway. When he isn't serving his clients, Phil and his family continue to be active in the local community.