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August 15, 2015. Jared F. Thompson. Different. What many financial firms claim but a select few deliver. We claim that Wealth Partners Financial Services is one of the select few. Prove it? Please explore our site and discover why Wealth Partners truly is different. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor.

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August 15, 2015. Jared F. Thompson. Different. What many financial firms claim but a select few deliver. We claim that Wealth Partners Financial Services is one of the select few. Prove it? Please explore our site and discover why Wealth Partners truly is different. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor.
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6 tax rate increases
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August 15, 2015. Jared F. Thompson. Different. What many financial firms claim but a select few deliver. We claim that Wealth Partners Financial Services is one of the select few. Prove it? Please explore our site and discover why Wealth Partners truly is different. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor.

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wp-financial.com wp-financial.com
1

Tax Rate Increases

http://www.wp-financial.com/index.php/strategies/minimizing-taxes

September 18, 2016. Jared F. Thompson. Tax rates are going up. What is the path of safety? David Walker, ex-Comptroller General (CFO) of the United States, has spoken at length about the financial mismanagement that will bankrupt the Treasury within decades. He has stated it would take a doubling of tax rates or the halving of entitlement benefits (Social Security, Medicare, Medicaid) in order to stem the bleeding, let alone reverse the trend.

2

Company

http://www.wp-financial.com/index.php/about/company

September 18, 2016. Jared F. Thompson. Is a premier independant financial services firm with a rich history spanning over the last 15 years. Jared Fredric Thompson, the principal of. Began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments. 130 Springside Drive; Suite 300 Akron, OH 4...

3

The WP Difference

http://www.wp-financial.com/index.php/about/the-wp-difference

September 18, 2016. Jared F. Thompson. Many financial firms today force their clients into one or two products, provide only a few strategies or use a set template regardless of their circumstances. In other words, they force all of their clients into a size 5 shoe. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor.

4

Jared F. Thompson

http://www.wp-financial.com/index.php/about/people/jared-f-thompson

September 18, 2016. Jared F. Thompson. Jared F. Thompson. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive; Suite 300 Akron, OH 44333-2431 * 1-800-765-5201. Wealth Partners Financial Services is independently owned and operated.

5

Office Team

http://www.wp-financial.com/index.php/about/people/admin-staff

September 18, 2016. Jared F. Thompson. Assistant / Client Services. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive; Suite 300 Akron, OH 44333-2431 * 1-800-765-5201. Wealth Partners Financial Services is independently owned and operated.

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August 15, 2015. Jared F. Thompson. Different. What many financial firms claim but a select few deliver. We claim that Wealth Partners Financial Services is one of the select few. Prove it? Please explore our site and discover why Wealth Partners truly is different. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor.

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August 15, 2015. Jared F. Thompson. Different. What many financial firms claim but a select few deliver. We claim that Wealth Partners Financial Services is one of the select few. Prove it? Please explore our site and discover why Wealth Partners truly is different. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor.

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