Business Details
43 Years
experience
Your Trusted Partner for Financial Planning & Investment Solutions
Thompson H Dewey Financial Service has been dedicated to empowering individuals and families toward financial independence since 1983. Our mission centers on crafting personalized financial strategies that address unique client needs, leveraging decades of combined expertise in investment management, retirement planning, and insurance solutions. We prioritize long-term relationships, guided by a commitment to integrity and tailored guidance. Our team specializes in developing comprehensive plans that evolve with clients' lives, utilizing tools such as managed investment accounts, annuities, and estate planning coordination. Rooted in the Midwest, we blend local insight with national resources to deliver actionable, client-focused outcomes.Our advisors hold advanced designations like AIF and RSSA, ensuring specialized knowledge in fiduciary practices and Social Security optimization. We actively engage with community organizations, reflecting our dedication to both financial and civic stewardship. Transparency remains central to our practice, with clear communication and fee structures that build lasting trust. By focusing on education and proactive planning, we aim to simplify complex financial decisions for clients at every life stage. Our legacy of service, spanning multiple generations, underscores our belief in financial empowerment as a lifelong partnership.
Services
Financial Planning
Investment Management
Retirement Plans
Life Insurance
Long Term Care Insurance
Disability Insurance
Social Security Analysis
529 Plans
403b Accounts
Annuities
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of experience in personalized financial planning and investment management.
- Our advisors hold advanced designations including AIF and RSSA for specialized expertise.
- We provide tailored strategies integrating retirement, insurance, and estate planning solutions.
- Our practice combines local Midwest insight with national brokerage resources through LPL Financial.
- We maintain transparent communication and fee structures to build lasting client trust.
Services
Financial Planning
We create customized financial roadmaps addressing retirement, education savings, and wealth transfer goals. Our process integrates risk management, tax-efficient strategies, and ongoing portfolio adjustments to align with life changes. Clients benefit from coordinated advice on investment allocation, insurance coverage, and estate planning documentation.
Investment Management
Our investment approach combines modern portfolio theory with individual risk tolerance assessments. We offer actively managed accounts and ETF-based strategies tailored to short- and long-term objectives. Regular performance reviews ensure alignment with evolving market conditions and client-specific milestones.
Retirement Planning
We develop retirement income plans that coordinate Social Security optimization, 401(k) rollovers, and annuity solutions. Our analysis includes tax implications, required minimum distributions, and healthcare cost projections to ensure sustainable income throughout retirement.
Life Insurance
We provide term and permanent life insurance solutions for income replacement, mortgage protection, and legacy planning. Our process includes policy illustrations, beneficiary designations, and integration with broader estate planning objectives.
Social Security Analysis
Our RSSA-certified advisors analyze claiming strategies to maximize lifetime Social Security benefits. We coordinate spousal, survivor, and disability benefits with retirement income plans, considering tax efficiency and break-even points for different claiming ages.
People
H. Dewey Thompson
Financial Advisor
With 42 years in financial services, Dewey specializes in retirement and estate planning. He holds the AIF designation and manages client portfolios valued over $100M. His background includes forestry and communications, enhancing his approach to asset management.
Kaden Smith
Financial Advisor
Kaden focuses on early-career and mid-career financial planning. He holds Series 7/66 licenses and RSSA certification for Social Security optimization. Graduating from Ohio State in 2024, he specializes in 403(b) plans for educators.
Heather Maust
Office Manager
Heather oversees client communications and compliance since joining in 2002. She holds a business degree from Baker College and Series 6 securities licensing. Her expertise ensures smooth implementation of financial plans.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, Social Security optimization, insurance solutions, and estate planning coordination tailored to individual client needs.
How do you personalize financial strategies?
We conduct in-depth consultations to understand your goals, risk tolerance, and current assets. Our advisors create customized plans that evolve with life changes, using tools like portfolio rebalancing and tax-efficient withdrawal strategies.
What credentials do your advisors hold?
Our team includes an AIF (Accredited Investment Fiduciary) and RSSA (Registered Social Security Analyst) designees, with Series 7/66 securities licenses and insurance certifications ensuring specialized expertise.
Which geographic areas do you serve?
While based in Coshocton, Ohio, we serve clients across the Midwest and work with residents nationwide through our LPL Financial partnerships and digital platforms.
How can I schedule a consultation?
Contact us via phone at (740) 623-0859 or through our website contact form to arrange an initial meeting. We offer in-person, virtual, and phone consultation options.
What sets your firm apart from others?
Our multigenerational experience combines local expertise with national resources. We emphasize transparent communication, fiduciary standards, and coordinated planning across investment, insurance, and estate management domains.