Broker Check

24422 Avenida De La Carlota
Suite 300
Laguna Hills, CA 92653

LinkedIn

Patrick A. Thompson, AWMA®

(949) 305-5836

 

Solutions for Professionals

Are you a busy professional with a lot on your plate, leaving you little time to plan for your financial future? 

We understand your complex needs. At Sentient Financial, we can help provide security for your family and help you grow your personal wealth. We help doctors, dentists, lawyers, and academic or other skilled professionals who are curious about the best way to handle their complex financial picture.

Top Questions Busy Professionals Ask Us

  • Can you keep me informed of my planning opportunities and various financial strategies because I don’t have time to research them?
  • Are there ways to pay less on my tax bill?
  • What strategies should I consider to protect myself when I have a concentration in my employer’s stock?
  • My house is one of my largest assets. How should I think of it differently in retirement?
  • I still have a lot of creative energy in me. What will the next phase of my career look like?
  • My spouse would like me to set up a contingency plan should something unforeseen happen to me. What do I need to put in place and how much will it cost?
  • As new questions and situations arise, who can I rely on for advice?
  • Based on my career experience, am I maximizing my opportunities?
Contact us! We specialize in helping overcome the unique circumstances that busy professionals face.