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Dan Thompson
I partner up with high income - high net worth clients to help them reduce taxes, generate cash flow, leave a legacy, avoid typical investment risks, and in paying more taxes than they were told they had to.
Dan Thompson is the owner and founder of Wise Money Tools, a financial services company focused on helping clients grow and preserve their wealth through personalized investment strategies. He has over 31 years of experience in the financial industry, beginning his career in 1986 as a stockbroker and traditional financial planner. Frustrated with the volatility and risks associated with Wall Street investments, Thompson shifted his focus to safer money strategies in the early 2000s, emphasizing methods that offer predictable returns and tax advantages.25
At Wise Money Tools, Thompson promotes concepts such as the Infinite Banking Concept and Leveraged Life Insurance, which aim to provide clients with liquidity, growth, and substantial tax-free income without exposing their investments to market risks. He offers free strategy sessions to discuss individual financial situations and educate clients on effective wealth-building principles.125
Thompson is also active on social media and has a presence on platforms like LinkedIn and YouTube, where he shares insights and strategies related to financial planning.346
