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About

Dan Thompson - Wise Money Tools

Hi, I’m Dan Thompson.

I began my career in 1986. I know, that’s a long time ago, but I’ve learned a lot of invaluable truths and I want to share some of them with you.

After spending the first 15 plus years in my 31-year career as stockbroker and traditional financial planner – I was fed up! Fed up with all the promises of Wall Street. All the risk. The up and down swings.

In the end those who rely solely on Wall Street, Mutual Funds, and other packaged securities are disappointed time and time again.

With every wave that sent equities soaring, there came a crashing wave to bring it all down. After the dot.com boom and bust of the late 90’s, I either had to find a better way or get out!

Wall Street Roller Coaster

If you are having similar struggles with Wall Street, I completely understand it’s not your fault.

You are stuck in the same rut as most everyone else with little choice for your 401k and every advisor you speak to just wants you to put more money at risk.

It’s hard to get out – isn’t it?

Let me tell you, you don’t have to put up with it! You do have choices.

Choices that can actually deliver more wealth and security than you might thought possible.

Let me share with you what I found after some extensive searching and research.

I found very unique strategies that are more predictable and even have tax-advantages beyond most other investments – yes, even 401k’s and other retirement plans. In fact, retirement plans have some inherent dangers that you can learn more about in our video blog.

Look we all want to make money, right? But sometimes you can actually increase your wealth by not losing money!

Riding the Wall Street rollercoaster up and down and up and down again, often times takes you right back to where you started.

Just like a roller coaster, Wall Street seems like a closed loop track, taking off and ending at the start.

With recessions and crashes it’s hard to know when you can retire and how to draw income from market driven investments.

Back in the early 2000’s I began to employ safe money strategies and since then both my clients and I sleep well at night.

It gave my clients, Peace of Mind!

We don’t worry about market crashes; however, we do like to take advantage of market crashes and other opportunities.

If people simply didn’t lose money to the markets, and could get double digit returns, tax-free, they would build greater wealth without all the unnecessary risk.

We bring two financial giants together. The safety and guarantees of a strong life insurance company, and the leverage we can get from banks.

This gives us liquidity, growth, safety, and substantial tax-free income without the risking our money.

There is no easier and safe way to create and build wealth and leave a legacy for your family.

If you are frustrated and worried that Wall Street and financial planners who keep telling you to take risk for a better return, yet it doesn’t seem to be working, maybe it’s time to look for a better way….I did….and so have thousands of families just like you!

This is why I am offering a free, 15-minute strategy session to everyone who has learned a little about me. This way, we can communicate about your specific situation and I can help you better understand the fundamental principles of growing and preserving wealth that have been so effective for me over these last decades.

By applying these simple principles to your financial life you can make tremendous leaps with little to no risk.

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