About
Welcome to Your Retirement Journey!
We are David and Sarah Thompson, a husband-and-wife team dedicated to helping individuals and couples navigate the exciting world of retirement planning.
Together, we bring over 30 years of experience in the financial services industry, specializing in crafting personalized retirement strategies.
Through our website, Kupinium, we aim to be your friendly guide on the path to a secure and fulfilling retirement.
David & Sarah
David:
- Holds the Certified Financial Planner (CFP®) designation, ensuring a strong foundation in retirement planning best practices.
- With his calm and analytical approach, David excels at helping clients understand complex financial concepts and make informed decisions.
- He is passionate about building long-term relationships with his clients, becoming a trusted partner throughout their retirement journey.
Sarah:
- A Certified Retirement Planning Counselor (CRPC®), specializing in the intricacies of Social Security benefits, retirement income planning, and healthcare considerations.
- Sarah brings a positive and enthusiastic spirit to her practice, ensuring clear communication and addressing any concerns her clients may have.
- She is dedicated to empowering individuals to feel confident and in control of their financial future.
What We Offer:
- Free, educational resources: We provide a wealth of information on various retirement-related topics, including:
- Planning your ideal retirement lifestyle
- Understanding Social Security benefits
- Making smart investment decisions
- Budgeting and managing your finances in retirement
- Navigating healthcare considerations
- Easy-to-understand explanations: We believe financial knowledge shouldn’t be shrouded in mystery. We strive to present complex concepts in a clear, concise, and engaging manner.