Kent Thompson
Sagemark Consulting
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Guest Contributor: Kent W. Thompson, CERTIFIED FINANCIAL PLANNER™ Masters of Science degree in Personal Financial Planning
With nearly twenty five years of experience in the financial services industry, all in the Raleigh area, Kent possess a vast array of skills and cutting edge knowledge. He employs a fully integrated, total wealth management platform that provides a more complete view of your financial condition and planning issues. This approach leads to you reaching more effective decisions since each component of your financial situation is analyzed and evaluated. He then develops an objective, comprehensive plan specifically tailored to help meet your financial needs and requirements. His customized approach - understanding all aspects of your finances and implementing the best solution strategies - brings you confidence in helping to turn your financial goals into reality.
His areas of expertise include working with families concerned about questions like:
- What really happens to my family based on my will (or lack of it)?
- How can I keep more money for my family and give less (or none) to the IRS?
- How do I get the most out of my retirement plan and when?
- What is the right strategy for giving to my favorite charity?
- Will my spouse and I have enough money to live the way we want for the rest of our lives?
He has earned the CERTIFIED FINANCIAL PLANNER™ certification and a Master of Science degree in Personal Financial Planning from the College for Financial Planning. Before joining Sagemark Consulting, he spent four years as Vice President and Estate Planning Advisor for the Private Financial Advisors Group of Wachovia Bank, NA in Raleigh. Previous to his position at Wachovia Bank, he was affiliated with a number of top tier, national financial management firms including, Merrill Lynch Private Client Group, Marion Bass Securities and Coordinated Financial Planning. He is the past Chairman of the Board of the Triangle Chapter of the Financial Planning Association (FPA), Past President of the Rotary Club of Raleigh and member of the Durham/Orange and Wake County Estate Planning Councils. He is also a member of WakeMed’s Champions’ Club and a Past President of its Partner's Circle. Current volunteer activities include serving as a Guardian ad Litem and past Chair of the Region J, Adult Care Home Community Advisory Committee.
About Sagemark Consulting
Sagemark Consulting is a premier financial planning organization located in offices throughout the United States. Our affiliation with Lincoln Financial Group provides comprehensive support to our clients, along with the most advanced technology and the best people at both the local and national levels.
At Sagemark Consulting, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.
Contact Kent at 919-334-7610 or Kent.Thompson@lfg.com. For more information, visit www.KentWThompson.com.
